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Business Management

The Power of Reframing When Things Go Right – and When Things Go Wrong

Posted on January 19, 2022
When was the last time you asked to speak to a manager about an employee’s performance? Was it because the service was bad or because it was great? Likely …
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Business Management

The Three Factors That Determine If Now Is The Right Time to Sell Your Firm

By: Carson Group
Timing is everything when it comes to selling your firm. You need to feel ready to relinquish ownership. Your willingness to exit – and, ultimately, your firm’s valuation – is dependent …
Investments

The Art and Science of Portfolio Construction

By: Katy Glover
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 …
M&A and Succession

3 Essential Steps for Advisors Thinking About Succession Planning

By: Carson Group
Time has a way of marching forward without asking. Openly acknowledging this allows us to better envision and plan our lives, both personally and professionally. A large number of …
M&A and Succession

One Retirement Risk Few People Talk About

By: Jamie Hopkins
Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, …
M&A and Succession

Three Retirement Planning Needs Everyone Has

By: Jamie Hopkins
Every retirement is unique. An individual’s situation – where they live, their health, their family, their finances, their goals – drives retirement. But, despite being so unique and individualized, …
Business Management

The Writing on the Wall: Midwest Flooding and Financial Consolidation

By: Ron Carson
As a native Nebraskan, I appreciate the aura this state has. It demands determination, innovation and humility – and all in a day’s work. In return, you have the …
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