From Tax Season to Team Growth: A Look at Q1 at Carson Wealth Pella
As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. From tax season preparations to professional development and a few well-deserved breaks, here’s a look at what we’ve …
First Meeting with an Advisor
Carson Wealth’s Jamie Yeisley, Associate Wealth Advisor shares what to expect when you meet with an advisor for the first time.
Behavioral Finance
Carson Wealth’s Matt Hinz, CFPⓇ, ChFCⓇ, AIFⓇ Senior Wealth Advisor and Chris Graw, CFPⓇ, ChFCⓇ, CLUⓇ Managing Partner, Wealth Advisor discuss the importance of Behavior Finance.
Estate Planning at 18
Carson Wealth’s Matt Hinz, CFPⓇ, ChFCⓇ, AIFⓇ, Senior Wealth Advisor and Chris Graw, CFPⓇ, ChFCⓇ, CLUⓇ, Managing Partner, Wealth Advisor discuss Estate Planning when you turn 18.
Social Security
Carson Wealth’s Justin Schultes, CFP®, AIF®, MBA Partner and Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Social Security. Justin Schultes, CFP®, AIF®, MBA Partner, Wealth Advisor Jamie Yeisley Associate Wealth Advisor
A Season of Gratitude, Celebrations, and Forward Thinking
As we wrap up 2024, we’re filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. Here’s a glimpse o …
Women Led Strategies
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Women Led Strategies that we offer. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be su …
Tax Solutions (AQR)
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million …
Estate Planning
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up.
Importance of a Binder
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of keeping a binder of your personal information.
