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What Makes Us Different?

People often ask me what makes us different, and my answer is simple. Watch this video to learn what makes Carson Wealth different. Read more

Market Commentary

Weekly Market Commentary May 22, 2017

While the week started with fresh new highs for the S&P, stock markets tumbled mid-week on concerns political allegations may disrupt reform agendas in the U.S. and Brazil. On Wednesday the S&P 500 dropped approximately 1.5%. For the week, the S&P 500 slid 0.4%, the MSCI ACWI index of global stocks was basically unchanged, and the Bloomberg BarCap US Bond Aggregate rose 0.4%.  Read more

Market Commentary

Weekly Market Commentary May 15, 2017

Markets remained almost flat through the week as economic releases failed to trigger any significant reaction. The S&P 500 slid 0.4% while the MSCI All Country World Index (ACWI) eked out a 0.1% gain. The Aggregate U.S. Bond Index climbed 0.2%. Volatility remains historically low and investor complacency remains a risk. Read more

Blog

The Roadmap to Student Debt: Saving or Paying your Path to a Successful Future

Published by Nick Nalbach, Relationship Manager

Once upon a time, I walked into an educational institution wearing cargo shorts and carrying a pen, one hundred dollars and a whole lot of excitement. Four years later, I walked across a stage carrying a diploma, intelligence, confidence and a whole lot of debt. Many people lie in bed each night with a sunken stomach worried about their student debt. I hope this short read helps to simplify the complexities of others’ personal situations, whether deep in debt or with very little left to go. Read more

Blog

How Do I Teach My Teen to Save Money?

Published by Teresa Milner

Calling all parents of teenagers – Let’s be proactive and teach our teens to NOT follow the majority of Americans when it comes to saving! We can teach our teenagers to be managers of their money and learn effective money skills. Over 10.4 million people are millionaires in the U.S.* – do you want to help your teen be one of these? Help your teen to dream big – identify their next step, and always have their next goal in sight.  Read more

Market Commentary

Weekly Market Commentary May 8, 2017

Markets shrugged off the near certainty of a Federal Reserve rate hike in June and embraced the polling numbers pointing to Macron’s easy victory on Sunday. The S&P 500 rose 0.6% for the week. Global stocks, represented by the MSCI ACWI, rose 0.9%. The Aggregate U.S. Bond Index surrendered 0.2%. Oil prices continued to retreat. Brent Crude dropped another 5.7% this week. Read more

Blog

Protecting Your Wealth

Published By Ron Carson

It’s a confusing time for ultra-high-net-worth investors who have already accumulated their wealth and need to protect it. Read more

Monthly Newsletters

May Monthly Newsletter – Estate Planning for Digital Assets: 4 Steps to Ensure Your Assets are Protected

Estate planning has become more difficult with the introduction of technology into every aspect of an individual’s life. Years ago, people filed away bank books, stock certificates, financial statements and most other important documents in a filing cabinet or a safety deposit box. Read more

Market Commentary

Weekly Market Commentary May 1, 2017

Strong corporate earnings and the bounce from French elections the previous weekend pushed global markets higher. The S&P 500 climbed 1.5% for the week. The MSCI All Country World Index (ACWI), which includes U.S. and international stock markets, rose 1.9%, and the Bloomberg U.S. Aggregate Bond Index slid 0.2%. Oil prices dropped to monthly lows amid fears that U.S. shale production is rebounding too quickly. Read more

Market Commentary

Weekly Market Commentary April 24, 2017

In the thick of earnings season, markets swayed with a flurry of mixed reports from banks and industrials. For the week, the S&P 500 climbed 0.9%. The MSCI All Country World Index (ACWI), which includes U.S. and international stock markets, rose 0.6%, and the Bloomberg U.S. Aggregate Bond Index was unchanged. After a recent rally, oil fell sharply, dropping 7% last week. Read more