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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

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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

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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

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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

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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

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Eclipse Planning

Published by Mark Petersen and the Carson Institutional Alliance Investment Committee

One in 256,481,280. No, I am not calculating the odds of winning the Powerball Lottery. This is the number of 50 square foot sections to view Totality for the 2017 Solar Eclipse in the state of Nebraska. So many choices! How does one decide? Let’s briefly review the thought process: Read more

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Winning the Lottery vs Investing: What Are Your Odds?

Published by Tyler Schlumpf and the Carson Institutional Alliance Investment Committee

We definitely have fun to getting swept away in the “what if’s” of instantly coming into a large sum of money, hopefully most people are rational though and understand they are playing to be a part of it but don’t necessarily believe they will win.  The research team was recently asked to give our opinion on the odds of winning.  After snapping out of the daydream we pulled together some stats. Read more

Why I Became a Financial Advisor | Ron Carson

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Why I Became a Financial Advisor

Published by Ron Carson

People often ask me why I became a financial advisor and fiduciary. My answer usually surprises them.

I grew up on a farm in Nebraska—but when I was a teen, my dad impressed on me that there wasn’t much future in running a farm. “You’re going to have to find something else to do,” he told me. Read more

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Fees or Foes

Published by Scott Kubie

Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment. Read more

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How to Avoid the Top 3 Financial Fears in Retirement

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more