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A cancer scare didn’t doom this couple’s retirement

It isn’t every day that a couple can choose to step away from the workplace earlier than anticipated. But that’s exactly what Mark, 64, and Holly Batchelder, 58, of Omaha, Nebraska, did. Read more

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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

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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

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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

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Ron Carson Joins Institute for the Fiduciary Standard Advisory Board

The Institute for the Fiduciary Standard has added four industry notables to its Board of Advisors, joining Vanguard founder John Bogle and Tamar Frankel, law professor at Boston University.

The new advisory board members are former SEC Commissioner Luis Aguilar, noted advisor Ron Carson, author and consultant Dan Solin and former academic Woodrow Leake. Read more

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Carson Wealth’s new strategy to capture assets

Carson Wealth Management, one of the industry’s most influential planning firms with more than $8 billion in client assets under management and advisement, is luring in big clients and small ones, too.

The strategic shift amounts to nothing less than a sea change pushed by the furious pace of technological progress and the rapid advance of robo advisers. Read more

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Area financial experts’ predictions for 2017: Expect S&P 500 to rise by 8 percent

Director of Research, Brett Carson, is quoted in this Omaha World Herald article regarding the market in 2017. Read more

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InvestmentNews Icons & Innovators

For Ron Carson, founder and CEO of Carson Wealth Management Group, growing up on a farm in Nebraska provided the source of his innovative spirit.

“We were always innovating,” he said. “I watched my dad do things [in farming] that were not conventional. People would make fun of him, but he was very successful.

“It’s easy for everyone to defend what they know versus embracing the unknown,” Mr. Carson, 51, said. “But Dad would say to me, ‘Ronnie, if it’s not broken, break it.’ I’ve taken on that same philosophy.” Read more

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There are four market risks bigger than the election and Fed, financial advisor says

Investors may be focused on the election and the possibility of a Federal Reserve interest rate hike, but there are bigger risks to the market, financial advisor Ron Carson told CNBC on Thursday.

Specifically, he believes there are four major disruptors investors need to be prepared for, the biggest concern being emerging technology’s impact on industries. Read more

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4 Reasons Why Oil Won’t Rise Over the Short Term

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more