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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


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


Helping Your Loved Ones with Long Term Care

Published by Mike Schudel and the Carson Institutional Alliance Investment Committee

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more

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How To Choose The Right Investment Professional For You

Published by Andrew Rogers, Strategic Opportunities Associate

If you are anything like me, what you want to do with your money and what you should do with your money are almost the exact same list in the completely opposite order. Read more

What’s Your Spending Kryptonite?


What’s Your Spending Kryptonite?

Published by Minna Burns

I like to clean. As I’m scouring my kitchen and reach for a paper towel, I discover the roll is empty. No problem, I think; I’ll run to the store and get more. I pass my local supermarket but I keep driving. I pull into the parking lot of another store – this place is my spending Kryptonite, but I can’t stay away. Read more


What You Don’t Know CAN Hurt You

Published by Teresa Milner, Wealth Advisor

Ladies, let’s talk about money. Are you comfortable discussing money? Do you shy away from a conversation regarding your money because you feel you’re not smart enough to talk about it? Do you lack the confidence to discuss money matters? Are you afraid to ask for help? Read more


Charitable Planning with a Donor-Advised Fund

Published by Ben Goethel, Director of Wealth Enhancement

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more


Investment Banking & Asset Management: What’s the Difference?

Published by Nick Nalbach, Relationship Manager

To avoid the common confusion that lies between investment banking and asset management, let’s first look at what each of these fields truly is. Read more


The True Value of a Financial Advisor

Published By Pamela Peña

I’m looking at my clients’ money profile and I see it; a retirement plan account opened through a robo platform. This fact is not surprising, I had previously discussed this with my client. They wanted to try something different and the investment costs were much lower starting out. In this case, the investments are passive which I explained meant the investments seek to mimic an index, and the only rebalancing expected might be once or twice a year.  Read more


How Will You Measure Financial Goals in 2017?

Published By Ron Carson

This is the time of year when many of us make resolutions and set big goals. Unfortunately, the promises we make to ourselves often get broken.

Why? Many of us take the DIY approach, start out with great enthusiasm and, as life brings interruptions, gradually lose focus. Even the most disciplined people find that this happens. Read more