Filter Blog by:


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


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


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


How to Set up a Trust

Published by Beth Schanou, Director of Wealth and Estate Planning

A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

Potential Impact of the Trump Tax Proposals | Carson Wealth


Potential Impact of the Trump Tax Proposals

Published by Mark Petersen and the Carson Institutional Alliance Investment Committee

Every new administration in Washington D.C. has an agenda which results from the November election results. Candidates have talking points on the campaign trail. The winner believes that he or she has a ‘mandate’ from the people to implore Congress to enact their legislative will. We saw with the recent attempt to repeal and replace the Affordable Care Act (ACA) that this may not be the case. Read more


Five Things U.S. Investors Should Remember when Analyzing the Sunday’s French Elections

Published by Scott Kubie, Senior Investment Strategist

The French elections starting on April 23 are the biggest market moving political event until the recently called British elections. Below are five things to keep in mind that may prevent you from overreacting to a negative outcome in round one: Read more


How to Identify and Avoid Fraudulent Communications or “Phishing”

In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, how to identify possible “phishing” communications and how to protect yourself and your information from getting into the wrong hands. Read more

Robo vs. Reality | Grocery Store Shopping | Carson Wealth


Robo vs. Reality

Published by Pete Mullen, Relationship Manager

Have you ever been in a hurry at the grocery store and decided to use the automated check-out line, instead of waiting the extra minute to get in line and have a human check your groceries out for you? Well, if your experience was anything like mine, about half of the time something went wrong with the machine, and it ended up taking twice as long as you expected. Read more


Third Annual Shred Event

Published by Lauren Goranson

Tax Season is in full swing which means Carson Wealth will be hosting their 3rd Annual Shred Event on Saturday, April 22nd!  This event will take place from 9a.m.-12p.m. in our West Parking Lot. Clients will be able to drop off their personal documents they would like to get rid of and chat with their Wealth Advisor and Carson Wealth Team. Read more

What’s in Your Wallet? A Powerful Portfolio Management Tool


What’s in Your Wallet? A Powerful Portfolio Management Tool

Published by Rob Furlong

When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more