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Market Commentary

Weekly Market Commentary March 20, 2017

After a quiet beginning to the week, the markets reacted to the expected interest rate hike with stocks soaring and Treasury yields falling. According to the meeting, the Fed’s stance on further rate hikes has changed, taking on a more dovish stance with no more than two additional rate increases this year. Read more


Ron Carson Ranks in Barron’s Top 100 Independent Advisors for 10 Years Straight

When Ron Carson’s college football career at the University of Nebraska got sidelined by an injury in 1983, he quickly found another pursuit: selling life insurance. Read more


Glad I Did vs Wish I Had

Published by Paul West

We’ve all been there. Something we wanted to do in our lives we let time go by and we missed it. Family trip. Drink with a friend. Kid’s school program.

Why does this happen? It’s simple. I’ve experienced it too. We end up always trying to do too much. Read more


3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more


Is Your Financial Advisor a Fiduciary?

Published By Brett Carson

Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years. Read more

Market Commentary

Weekly Market Commentary: March 13, 2017

Equity markets remained calm for most of the week, digesting the employment report without much fanfare. According to Automatic Data Processing (ADP), a human resources and payroll company, private payrolls increased 298,000 against an expected 190,000. This was the strongest monthly increase in nearly three years.

Read more


Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more


Why work with a CFP®?

Published by Zac Ritchey, Associate Wealth Advisor

“Finances” doesn’t mean just one thing for most Americans and “Financial Planning” means much more than just investing. Bringing all the pieces of your financial journey together is a challenging task. With many moving parts in each individual’s/family’s financial life, there can be different recommendations a financial professional may give. Read more

Monthly Newsletters

March Monthly Newsletter: Billions of Reasons To Do Some “Financial Spring Cleaning”

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of Spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more

Market Commentary

Weekly Market Commentary March 6, 2017

The highlights of the past week were speeches from President Trump and Fed Reserve policymakers. Donald Trump made infrastructure a key tenet in his first speech to Congress. Despite lacking specifics, the speech did not stop the market from breaking the psychological 21,000 for the Dow Jones Industrial Average and 2,400 for the S&P 500. Both indices were up last week, notching a 0.88% and 0.67% return, respectively. Read more