Posted on November 28, 2015
Don’t put all your eggs in one basket! This cliche is a central tenet of financial planning and sensible investing.
Posted on November 17, 2015
Looking for a financial advisor? Wondering how you’ll pay him or her — and just how much? There are three types of advisors you can work with, according to certified financial planner Ron Carson, founder and CEO of Carson Wealth Management Group.
Posted on October 28, 2015
The following is an excerpt from an article by Andrew Osterlund, special to CNBC.com The growth of automated investment advice platforms — also known as robo-advisors — is a top theme of just about every conference in the advisory industry these days. What’s more, pundits are debating …
Posted on October 1, 2015
While robo-advisors may be a fit for certain investors, they’re not for everyone. Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of ro …
Posted on September 14, 2015
In Omaha, the spiritual home of the investing style that ignores short-term market gyrations, the prospect of a change in Federal Reserve interest rates is kind of a yawner.
Posted on September 9, 2015
By: Karen Demasters Two women from China and Columbia will receive the Financial Planning Association Diversity Scholarships, which recognize professionals who are working to encourage diversity in the financial planning profession, FPA announced Wednesday.
