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Videos

Ronsense: Regulatory Change & The DOL Rule

Hear Ron Carson‘s thoughts on regulatory change and and the DOL Fiduciary Rule. Read more

Blog

Carson Group Named as Barron’s Top 30 Firm

Barron’s recently released their inaugural ranking of Top RIA Firms, an exclusive category (listed as “Graduates”) recognizing some of the most visionary advisors who have evolved beyond the annual ranks of the Top 100. Carson Group is excited to announce it was one of only 30 firms to be selected for this honor, ranking in at #21. Read more

Videos

Carson Client Experience

Simplify your client experience to grow your business. Learn more about what Carson Institutional Alliance is doing with technology.

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News

Building My Practice: What Farmers and Financial Advisors Have in Common

Ron Carson on Why Advisors Should Embrace Complexity

When Ron Carson thinks about how his financial planning firm has changed over the years, he likens it to the Nebraska farm he grew up on and still owns.

Forty years ago, he worked the soybean, corn and alfalfa fields with his dad, while his mom tracked the commodities’ prices with charts plastered across the kitchen walls. Today, there are sensors and Wi-Fi connected devices. The farm has grown tenfold, to 10,000 acres, and its payroll boasts technology experts, biochemists and other PhDs. Read more

Blog

Eclipse Planning

Published by Mark Petersen and the Carson Institutional Alliance Investment Committee

One in 256,481,280. No, I am not calculating the odds of winning the Powerball Lottery. This is the number of 50 square foot sections to view Totality for the 2017 Solar Eclipse in the state of Nebraska. So many choices! How does one decide? Let’s briefly review the thought process: Read more

Ron-Carson-Cetera-Conference-Keynote-Financial-Advisors

Videos

Financial Advisors: Are you an anchor or an engine?

Are you running your financial advisory business with an anchor or an engine? Ron Carson’s keynote talk at the Cetera conference in July, 2017 covers this and more on the state of the profession. Read more

Blog

Investor Reactions to Attacks

Published by Scott Kubie

While terrorism continues to draw headlines and substantial news coverage, investors are no longer reacting to new terror events by pushing markets lower. Over the last twelve months, the largest drawdown for global stock markets, as measured by the MSCI All-Cap World Index, has been 0.4%. The nearby chart identifies the day with the worst market return around key Islamist terrorist events. Read more

News

Protect against the fastest-growing crime: cyber attacks

Cyber theft is the fastest-growing crime in the U.S., and cost the global economy more than $450 billion in 2016, with more than 2 billion person records stolen. Read more

Webinars

Quarterly Market Outlook – Q3 2017

June 20, 2017

Join Scott Kubie, Senior Investment Strategist on the Carson Institutional Investment Committee, for a mid-year update on the markets. Scott will share an assessment of:

  • Macroeconomic trends
  • Fundamental insights on the equity markets
  • Risk analysis & investor sentiment
  • The single most important thing that every advisor should be watching right now

View webinar recording

retirement

Blog

Think You’re Ready to Retire? Think Again! Here’s Your Retirement Crash Course!

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