Articles authored by Chelsi Balfour

It Is a NVIDIA World, We Are Just Living in It

Can NVIDIA sustain its remarkable earnings growth? This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the stock market’s current state, with a special focus on NVIDIA’s stellar earnings and the market’s overall positioning. They discuss their strategic investment …

Financial Planning for a Life on Purpose: Jamie Hopkins & Ron Carson Release New Book

Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life on Purpose” on November 22.

2022 Carson Group State of Women in Wealth Management Report Reveals Top Barriers to Women Joining & Staying in the Industry

Carson Group revealed the results of its first-ever State of Women in Wealth Management Report during Excell REPRESENT. The research study looked at the experiences and perceptions of both women and men on the opportunities and challenges faced by female advisors in the financial services industry. Currently women make up more than half of the …

Women in Wealth Management Award Finalists Announced

Industry leaders Carson Group, Fidelity Institutional®, Financial Independence Group and Mariner Wealth Advisors announced the finalists for the first-ever Excell REPRESENT Women in Wealth Management Awards.

Unprecedented Collaboration Launched to Take on the Underrepresentation of Women in Financial Advice

Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management has plagued the industry for decades, and while there’s been a lot of talk, little has changed.

Carson Group Recognized on the 2022 Inc. 5000 List For the 5th Time

Carson Group, announced that it has once again been recognized on annual Inc. 5000 list, one of the most prestigious rankings of the fastest-growing private companies in America. The list represents a one-of-a-kind look some of the most successful companies within the economy’s most dynamic segment – independent businesses.

Ryan Detrick Joins Carson Group as Chief Market Strategist

Carson Group, one of the fastest-growing financial services firms in the country, announced that Ryan Detrick has joined the firm as Chief Market Strategist.

Carson Group Adds $200 Million Pennsylvania Firm to Partner Network

Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson Partners, a nationwide network of 130 growth-minded firms across the U.S. founded in 2012 by Ron Carson. 

Carson Group’s Excell Conference Recognized for Commitment to Diversity in Financial Services

Carson Group is proud that Excell 2021 has been recognized for its commitment to representation by Choir, a diversity platform focused on amplifying the voices of financial professionals who are women, non-binary people and people of color.

Carson Group Recognized on Inc. Magazine’s List of the Midwest Region’s Fastest-Growing Private Companies

Inc. magazine announced that Carson Group is No. 118 on its third annual Inc. 5000 Regionals Midwest list, the most prestigious ranking of the fastest-growing private companies based in Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Dakota, Nebraska, Ohio, South Dakota, and Wisconsin. Born of the annual Inc. 5000 franchise, this regional list represents …

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