Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional servi …
The strong start to 2024 set the stage for an exciting year. As mentioned in our recent Market Commentary, strong starts to the year are usually bullish for stocks. The markets hitting an all-time high certainly caught many people’s attention!
Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., just outside of the firm’s headquarters in Omaha. The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and J …
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done i …
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group Do I need a financial advisor? Given what I do for a living, I get this question a lot. I may be biased, but I think almost everyone would benefit from some kind of advice for their money. …
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group My paternal grandmother was the type of woman who was always bustling with activity, whether it was hosting post-church lunches every Sunday or helping a neighbor in need. So, it was a bit …
Carson Wealth is expanding into the East with the addition of two new offices in Hanover, New Hampshire, and Chester, Vermont. The move comes as part of a strategic partnership with Fisher Financial Advisors, which will now be rebranded to Carson Wealth. These will be the first Carson Wealt …
