Murray Marketing Minute: Red, White, Blue … and the World
Introducing Our Newest Member Joshua Potts Paraplanner Introducing the newest member of the Carson Wealth Murray team. Joshua Potts is originally from Las Vegas; but more recently, he attended Brigham Young University-Idaho, studying Financial Planning. As part of the leadership team for th …
Murray Marketing Minute: Perspective at Powell
Liz Hall Marketing, Specialist The Hall family loves spending time at Lake Powell! Thom and I went on a trip there with single friends before we got married, and it has been part of our lives ever since. Lake Powell is a beautiful reservoir that has provided more than 30 special trips for o …
Murray Marketing Minute: The Things That Are Truly Unforgettable
Landon DeCoursey Associate Wealth Advisor Truly Unforgettable We live in a world obsessed with what comes next. A new trend, design, or idea, each one quietly suggests we are behind if we do not keep up. The cycle never slows, and I have always found it exhausting. Maybe that is why I have …
Murray Marketing Minute: Celebrations, Insights, and Staying Sharp
Heidi Wilkey Advisor Assistant Did Someone Say Party? If you know me, you know that I love a good party. I am always looking for an excuse to gather people together. It’s something I have always loved, and I’ve gotten pretty good at it. Whether it’s a surprise birthday party or an event for …
Murray Marketing Minute: Hockey, Heart, and High School
Matt Johnson Wealth Advisor Hockey, Heart, and High School Over the years, I’ve had the opportunity to coach hockey at many levels, from brand new six-year-olds to 18-year-old high school players who can skate circles around me. I’ve loved working with every athlete I’ve coached, and it’s e …
OBBB Act
Carson Wealth’s Justin Schultes, CFPⓇ, ChFCⓇ, AIFⓇ Partner, Wealth Advisor and Kirt Norris, BGHN shareholder, discuss the new One Big Beautiful Bill Act.
VIDEO: IRMAA
Carson Wealth’s Jon Read, CFP®️, ChFC®, AIF® Partner, Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss what IRMAA is and how to avoid additional premium costs with IRMAA.
Video: Elections
Carson Wealth’s Jon Read, CFP®️, ChFC®, AIF® Partner, Wealth Advisor and Matt Hinz, CFPⓇ, ChFCⓇ, AIFⓇ, Senior Wealth Advisor, discuss the volatility of markets during an election and how to respond.
Murray Marketing Minute: Warm Hearts & Warm Churros | December 2025
Thom Hall CFP, ChFC, CEPA Managing Director, Partner & Wealth Advisor Warm Hearts & Warm Churros For the past several years, we’ve had a tradition of making churros for trick-or-treaters on Halloween. We bought a churro press years ago for one of our firm’s fall family festivals, an …
10 Questions to Ask a Wealth Advisor Before You Hire Them!
Searching for a new financial advisor? How can you tell whether the advisor has the right experience and knowledge to help your family pursue your financial goals? Below are the top 10 questions we would encourage you to ask any potential financial advisor, financial planner, or wealth mana …
