Chic Eyeglasses, New Hit Songs, and Acronyms: How a 57-Year-Old Advisor Is Staying Current
More advisors are starting to realize it’s important to be seen as not only capable and experienced but also fully in touch and up to date with culture—especially if they want to attract new clients. This isn’t about 50 being the new 40 or even 30, but about finding a way to stay perpetually relevant. …
Markets Plunge On Coronavirus Fears After Wednesday Highs
Stocks dropped after Goldman Sachs warned that markets may be underestimating the impact of the coronavirus. The note comes after Apple, Adidas, Puma and many others warned their businesses could take a financial hit from the virus. We spoke to Scott Kubie, Senior Investment Strategist at Carson Wealth.
Carson Names Jamie Hopkins Managing Director of Carson Coaching
The Carson Group announced it has named Jamie P. Hopkins, its director of retirement research since January 2019, as managing director of Carson Coaching. Carson Group Coaching is a national financial advisor coaching and resource program, with over 1,200 coaching members and 5,000 graduates. Carson’s coaching program includes over 10 coaches with a combined 150 …
Seven Ways to Get More Out of Your Annual Financial Review
Meeting annually with your financial advisor is critical for helping you remain on track toward achieving your goals. Here are seven steps to get more out of your next annual financial review. Full Article on Forbes
The Secret to Finally Meeting Your Financial Goals
This year work smarter, not harder on yourself and your finances. Here are some interesting behavioral strategies to try, including temptation bundling. Full Article on Kiplinger
5 Financial Goals You Should Achieve By Age 30
Half of Millennials expect to become millionaires at some stage in their lives, and most expect to retire around age 56. But in order to complete these ambitious goals, it’s important that they reach certain financial milestones first. Here are five realistic goals to complete by age 30 in order to make your next life …
Breakaway Barometer: The biggest RIA deals in February
Carson Group is adding $182m in assets to its RIA business by buying a stake in a newly merged five-advisor practice in North Carolina and Florida. Look back at some of the most significant RIA mergers, acquisitions and breakaways of the past month. Full article on City Wire
How to Handle Coronavirus Market Meltdown: Advice from the Pros
Is there a scarier word than “pandemic”? We reached out to the financial planners who contribute to our Wealth Creation channel to discover what they’re telling different types of clients. Here is what they had to say. Full article on Kiplinger
Iowa Advisor Affiliates With Carson Wealth
Carson Wealth announced that Iowa financial advisor Chris Graw has decided to join its Cedar Rapids office headed by Russ Nieland. Graw and his team of five manage $150 million, bringing the total amount of client assets at the Cedar Rapids office to about $650 million. Full article on Wealth Management
Carson Wealth Lures $150M Advisor
Carson Wealth says it’s added a financial advice practice overseeing $150 million. Financial advisor Chris Graw leads a five-person team, which will join forces with an established Carson Wealth office in Cedar Rapids, Iowa, according to a press release from the company. That office, headed by Russ Nieland, now oversees approximately $650 million for families …
Alternate Strategies for Stretch IRA
There are still moves that IRA owners can make to help ease the transfer of their legacy to their chosen beneficiaries and save some money from the taxman. Full article on Kiplinger