By Meg Ronspies
I recently attended the Fall Excell Conference in Omaha put on by Carson Group, a community of advisors seeking coaching and content, and heard many excellent speakers. One speaker in particular discussed how our behavior can be evidence of our priorities and the value we will provide others.
By Carson Wealth
Jeff joined Carson Wealth in July 2016 as a Compliance Specialist. Prior to joining Carson Wealth, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision).
By Meg Ronspies
Not following through is a decision, but it is a decision which leads us away from the life we want. In contrast, making decisions and following through with those choices, as hard as they are, is the reason certain people have the life they want.
By Ron Carson
Published by Ron Carson In the 1950s crime show Dragnet, sergeant Joe Friday would often tell over-wrought witnesses, “Just the facts, ma’am.” That’s a little how millennials want to work with their financial advisors, based on the findings of the Millennial Advisory Council my firm set up recently.
By Andrew Rogers
Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …
By Meg Ronspies
One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.
