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How to Plan for a Smooth Exit From Your Business

Posted on February 24, 2021
You’ve been on “The Long And Winding Road.” Perhaps you’ve been working “Eight Days A Week” and really feel you’ve had to “Carry That Weight.” Now, in the last chorus…
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Investments

Partner Call Replay: End of the Bull Market, Federal Interest Rates Cut and More

By: Scott Kubie
Every morning, our partner firms join a call to discuss the markets, business operations, troubleshoot challenges, and hear the latest we are providing for them. As uncertainty strikes the U.S.,…
Investments

Bucketing Asset Allocation Strategy Protects Against Investor Emotion, Sequence of Returns Risk

By: Saumen Chattopadhyay, CFA®
Asset allocation is traditionally conceived in a mean-variance framework pioneered by Harry Markowitz, where an investor strives to maximize the expected return for a given level of risk.  However, this…
Investments

The Art and Science of Portfolio Construction

By: Saumen Chattopadhyay, CFA®
Portfolio construction is both an art and science. The science of portfolio construction evolved over time producing different asset allocation methods. The science of investing has had its share of…
Investments

The 6 P’s of Choosing the Right Investment Manager

By: Saumen Chattopadhyay, CFA®
Good investment managers can be hard to find. While individual investors may move from one investment to another with relative ease and (hopefully) not lose too much in the process,…
Investments

Q&A with Saumen Chattopadhyay, Carson’s New VP of Investment Platform

By: Joe Steuter
We are excited to welcome Saumen Chattopadhyay, CFA®, CPA, FCA, as our new VP, Investment Platform. He moved from Chicago to Omaha, along with his wife and daughter, to join…
Investments

Eliminating Extensive Fees is the First Step in Earning Client Trust

By: Ron Carson
What do all of your clients have in common – whether they signed up yesterday or have been with you for two decades? They trust you to act in their…
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