Insights News

Less than two months since Congress passed the CARES Act in response to the coronavirus pandemic, another massive economic relief bill made its way through the House. However, it still has an uncertain future in the Senate. The HEROES (Health and Economic Recovery Omnibus Emergency Solutions) Act is a $3 trillion bill that is designed …

Like many of you, at Carson Wealth, we’ve been working remotely from our homes for weeks now. While social distancing and hunkering down at home feels strange to most of us, I’ve noticed that one of our team members has had a particularly tough time adjusting. A social animal by nature, she’s always the first …

In response to the halting U.S. economy, set off by the coronavirus pandemic, the federal government has passed a massive emergency funding bill to protect and support American businesses, hospitals and individuals. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,000 pages of text that detail the …

While it’s far too early to begin calculating the human and an economic toll of the COVID-19 pandemic, there’s growing concern that charitable organizations—many of whom are being relied upon more heavily than ever to provide essential services and assistance—may be among those hit hardest. That’s where The Coronavirus Aid, Relief, and Economic Security Act …

Do you have a vacation fund? A pizza party jar at work or home? A bank account reserved for a new house? People set aside money for certain goals or expenses, sometimes even dedicating a specific bank account or credit card for them. This mental bucketing tendency is a quick way our brain scans to …

As the financial markets went from stumble to tumble in March of this year, investors were inundated with headlines and messaging urging them to stay the course, focus on the long term, and refrain from reactive and emotional decision making. But what exactly does that mean? Do nothing? We know that panic isn’t a strategy …

Retirement income planning can be a complex arena where academics, theory, practice, products and people collide. I often describe income planning as trying to hit a moving target in the wind. The target is each individual’s goals for retirement – what they want to do and how they want to spend their money. It moves …

As Americans hunker down at home, converting spare bedrooms, dining rooms and basements into makeshift home offices and classrooms, uncertainty looms large. Nothing is the same as it was a mere two or three weeks ago. March Madness, St. Patrick’s Day parades, and gatherings of all types were unceremoniously cancelled. Restaurants, bars and retail stores …

Over more than three decades providing wealth management services and advice, I’ve helped clients and advisors weather monumental changes in the markets and economy, the regulatory environment, and a rapidly changing wealth management landscape. Yet, one thing remains the same. At the end of the day, all clients still want to know one thing, “Am …

The CARES Act essentially suspended required minimum distributions (RMDs) for 2020 across the board. However, there have been a lot of questions about what this means for those who already took out distributions, and the impact on taxes and inherited accounts. It is important to remember that the CARES Act is a relief bill, and …

Omaha, Nebraska – June 1, 2020 – Bain Wealth Management, a family-owned boutique investment and financial planning firm based in Salem, Oregon, announced today that they have joined with Carson Partners in order to gain access to Carson’s industry leading tech stack and leverage the partnership’s full in-house marketing, legal, trust, CPA and advanced planning teams. Founder …