The Washington Post: How Ron Carson, Top-Ranked Financial Adviser, Protects Assets In Times Of Turmoil:
5/21/2012
The Washington Post, October 5, 2011
The Washington Post: How Ron Carson, Top-Ranked Financial Adviser, Protects Assets In Times Of Turmoil
By Erin Schulte
In times of market turmoil - like the stomach-churning third quarter - investors might wish they could sit down with the nation's leading professionals and pick their brains.
Here's your chance: Ron Carson, founder and chief executive of Carson Wealth Management, a wealth-planning firm in Omaha, has for five years been named the No. 1 independent adviser in the United States by Registered Rep. magazine, a top industry publication for financial advisers. (Turns out "the Oracle" isn't the only guy in Omaha worth listening to.)
Carson Wealth Management uses an investment strategy it calls "advance and protect" that actively reallocates portfolios according to market risk and reward. It's catching on - in 2008 and 2009, when many other firms were shrinking, Carson Wealth Management was welcoming record numbers of new clients. We spoke with Carson about how he's adjusting his clients' portfolios in the face of market volatility.
To read the entire article, click here.
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The opinions expressed in this broadcast are of a general nature and are for
educational purposes only and should not be relied upon as investment or
financial advice. Readers must understand that statements regarding future
prospects are estimates and may not be achieved. For advice concerning
your own situation please see your professional advisor. No investment
strategy can assure success or protection of profits as investments are
inherently risky and subject to market volatility. The opinions and conclusions
contained herein are those of Carson Wealth Management Group as of the date
herein and are subject to change without notice.
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