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Carson Group Named as Barron’s Top 30 Firm

Barron’s recently released their inaugural ranking of Top RIA Firms, an exclusive category (listed as “Graduates”) recognizing some of the most visionary advisors who have evolved beyond the annual ranks of the Top 100. Carson Group is excited to announce it was one of only 30 firms to be selected for this honor, ranking in at #21. Read more

Market Commentary

Weekly Market Commentary September 18, 2017

Relief over hurricane Irma and renewed confidence in the economy pushed some stock indexes to new highs during the week. The S&P 500 soared 1.6% and the MSCI ACWI increased 1.2%. Both indexes hit new highs.The Bloomberg BarCap U.S. Aggregate Bond Index declined 0.5% on increasing risk that the central bank will raise rates one more time this year.

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Blog

Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

Blog

Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more

Market Commentary

Weekly Market Commentary September 11, 2017

Markets couldn’t overcome concerns over North Korea’s test of a hydrogen bomb and the risks of Irma last week. While stocks rose on the news of a temporary debt-ceiling deal, for the week, the S&P 500 still slid 0.6%. Read more

Monthly Newsletters

September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries. Read more

Market Commentary

Weekly Market Commentary September 5, 2017

In spite of the destruction from Hurricane Harvey, markets remained in rally mode as an upward revision for Q2 GDP and hopes for tax reform pushed markets broadly higher. The S&P 500 was up 0.7% and the MSCI ACWI closed 0.9% higher. Read more

Blog

Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

News

Building My Practice: What Farmers and Financial Advisors Have in Common

Ron Carson on Why Advisors Should Embrace Complexity

When Ron Carson thinks about how his financial planning firm has changed over the years, he likens it to the Nebraska farm he grew up on and still owns.

Forty years ago, he worked the soybean, corn and alfalfa fields with his dad, while his mom tracked the commodities’ prices with charts plastered across the kitchen walls. Today, there are sensors and Wi-Fi connected devices. The farm has grown tenfold, to 10,000 acres, and its payroll boasts technology experts, biochemists and other PhDs. Read more

Blog

Financial Advice I Share with My Children

Published by Shayla Kriha

Are you a saver or someone who spends money? Did your parents teach you how to save? Maybe they didn’t talk about money or finances because they felt like it was an adult conversation, not something to burden you with growing up. The reality is that parents are influencers and the earlier they can start teaching good financial behaviors, the better off the next generation will be. Read more