Insights

Should You Use The Systematic Withdrawal Approach To Retirement Income Planning?

For many Americans, their financial planning goals can be broken down into two periods: saving for retirement and spending in retirement (if you’re up on your financial industry jargon, you might know these phases as accumulation and decumulation, respectively). Read more

Comparing The 3 Most Popular Retirement Income Strategies

Is there a retirement crisis? The debate centers on how much people have saved or set aside for retirement. But the focus on savings amounts misses the point. Read more

Weekly Market Commentary April 22, 2019

It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week. Read more

Were Mom and Dad Right? The Value in Paying Yourself First

Published by Tammy Rasplicka

I remember growing up and being taught that you should pay yourself first. My parents taught me that 10 percent of my income should be put into savings before paying bills or splurging on entertainment. Read more

Q2 2019 Quarterly Market Update

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more

Weekly Market Commentary April 15, 2019

The S&P 500 gained 0.6% last week and reached an all-time high (when dividends are included). A few banks reported solid earnings and indicated loan demand remains positive. Read more

What Exactly is a Roth IRA — and Why Should You Have One?

When investors are deciding where to stash their cash for retirement, there are several options.

Americans rely more and more on saving in their employer-sponsored 401(k) plans Read more

Weekly Market Commentary April 8, 2019

The S&P 500 soared 2.1% last week. Better-than-expected economic data from the U.S. and China reduced the risk of a global recession. The global MSCI ACWI gained 2.1% as the rally was broad-based. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% as interest rates rose on the positive economic news. Bond prices move in the opposite direction as interest rates. Read more

Carson Wealth Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews for Second Consecutive Year

OMAHA, Neb., April 2, 2019 /PRNewswire/ — Carson Wealth, a Barron’s Hall-of-Fame wealth management and financial planning firm, has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews today Read more

Weekly Market Commentary April 1, 2019

The S&P 500 rallied 1.2% last week as optimism about U.S.-China trade talks buoyed markets. The global MSCI ACWI gained 0.6%. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%.

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