Insights News

Boston, Massachusetts – June 9, 2020 – Andrew Nigrelli, AIF®, RFC®, CMFC® announced today the addition of Wealth Advisor William Newell, CFP®, Newell will affiliate with one of the fastest-growing advisory firms in the country, Carson Wealth. Newell’s affiliation brings the number of Carson Wealth locations in the Boston metropolitan area to three—with offices in Waltham, Holliston …

Omaha, Nebraska – May 12, 2020 – As financial services—along with every other industry—experiences the implications of a global pandemic and a volatile market, many advisors are grasping for ways to better serve their clients. For months, our profession has been tirelessly working to guide clients who are also hurting from the blows to the financial and …

Many Americans are expecting a check from the federal government within the next month, as part of a stimulus package intended to provide the country financial relief as COVID-19 stresses physical and financial health around the world. Retirees and those who claim Social Security are a part of that group, though they may face some …

President Donald Trump signed a $2tn Coronavirus stimulus bill. The bill — known formally as the Coronavirus Aid, Relief and Economic Security Act (CARES Act) — has a number of provisions that could put advisors’ planning skills to the test. ‘More people will have penalty-free access. If people are struggling to get by and need …

Omaha, NE – April 8, 2020 – Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has added Dr. Gerry Herbison, DBA, ChFC®, CFP®, CASL®, CLF, to its roster of executive business coaches. Herbison specializes in change management and …

It’s full speed ahead right now at many Omaha-area construction and redevelopment sites. Some might even be accelerated. That’s the word from multiple developers and construction leaders who said the novel coronavirus so far hasn’t deterred their local building projects — at least not those already underway. Full article on Omaha World Herald

These are troubling times — especially for financial advisors and their clients. Financial Planning asked advisors, wealth management executives and industry experts for book recommendations to help their peers deal with the inevitable doubt and uncertainty creeping into their lives — and those of their clients. Full article on Financial Planning

Amidst the turmoil unleashed by the coronavirus, financial advisors have been seizing on low interest rates and deflated stock prices to help clients minimize taxes and build more family wealth in the future. “With a much lower tax basis, that ability to convert now is in [clients’] favor,” Full article on Barron’s

This year, retirees can skip required minimum distributions from their retirement savings. “For people with a retirement account and who don’t need the money right now, it’s helpful,” The legislation contains a range of additional relief measures, including permitting coronavirus-related withdrawals from retirement accounts. Full article on CNBC

The DOW closed in bear market territory and markets fall over 4.5% as the World Health Organization declared coronavirus a pandemic. Scott Kubie, Senior Investment Strategist at Carson Wealth joined Cheddar to break down the market close.

If you’re remarried or living with a significant other at midlife, managing your money together might look different than when you were younger. How can you best accomplish your goals and avoid both financial infidelity and fights over money? Here are five mistakes to avoid: Full article on Market Watch