Staying Positive during Market Volatility
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA, Partner, Wealth Advisor with some discussion about keeping positive during market volatility.
Market Volatility: This isn’t Fun, but it Happens
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA, Partner, Wealth Advisor with some discussion working through the not so fun moments.
Longer Holding Period = Gains
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA, Partner, Wealth Advisor with some discussion around time in the market.
Market Correction vs Bear Market
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA, Partner, Wealth Advisor with some discussion about the difference between a market correction and a bear market.
Market Volatility: The Toll We Pay to Invest
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA, Partner, Wealth Advisor with some discussion about the volatility toll we pay when we invest.
Proactive Discussions on Market Volatility
Carson Wealth’s Jon Read, CFP®️, ChFC®️, AIF®️ Partner, Wealth Advisor and Justin Schultes, CFP®️, AIF®️, MBA, Partner, Wealth Advisor with some proactive discussions on market volatility
Risk Tolerance
Carson Wealth’s Jamie Yeisley, Associate Wealth Advisor, and Jon Read, CFPⓇ, ChFCⓇ, AIFⓇ, Partner, Senior Wealth Advisor discusses how to determine your Risk Tolerance
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.
