Insights

Weekly Market Commentary October 15, 2018

After months without a 1% move in either direction, the S&P 500 experienced three on consecutive days to end the week. Unfortunately, the large moves down on Wednesday and Thursday dwarfed Friday’s rally. Read more

My Top Money Saving Tips

Published by Shayla Kriha, Relationship Manager

We all know saving money is not the most exciting or even the easiest thing to do, but we all know that it’s important to do! Over my years at Carson Wealth, I have learned lots of ways to help save money. Read more

Weekly Market Commentary October 8, 2018

The fourth quarter seems to be off to a more volatile start after a calm third quarter. Read more

October Newsletter: 3 Tips for National Financial Planning Month

The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.

It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more

Spending Habits of Thirty-Somethings: How Do You Measure Up?

Published by Pamela Pena, CFP® Associate Wealth Advisor

Welcome! You’ve hit your mid 30’s and life is amazing, or maybe you realize the “Friends” theme song was a pretty accurate depiction of young adult life. No matter how delayed your maturity was or if you were one of the few responsible twenty-year-olds, you can’t deny it; you are now an adult. Measuring up used to be called “Keeping up with the Joneses” and now it is called “social media scrolling.” As much as we’d all like to pretend we don’t need to compare ourselves to anyone else, we do. So instead of worrying whether we have the right car or right OOTD, let’s compare ourselves on things that may help our future selves, like how we spend our money!

Read more

Weekly Market Commentary October 1, 2018

U.S. stocks wrapped up September and the third quarter with a slight decline. The S&P 500 dropped 0.5% last week and finished 0.4% higher for September. The S&P rose 7.2% in the third quarter, its best quarterly performance since the end of 2013.

Read more

What Is Your Number?

Published by Mark Petersen, CPA, CFP®

“What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Family Index Number (FIN), which is unique to every family. For example, there is a XX Jones Family Index Number as well as a XX Smith Family Index Number.

Read more

Fox Business: Ron Carson on Amazon’s Jeff Bezos and Risk

Hear Ron Carson on Fox Business’ Varney & Co with Stuart Varney as they discuss the richest man in the world, Amazon’s Jeff Bezos, and consumers taking risk. Read more

Weekly Market Commentary September 24, 2018

The S&P 500 hit a new high last week as economic reports remained positive and tariff news was not as bad as expected. The S&P rose 0.8% to eclipse the high set toward the end of August.  Read more

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more