Do I Need a Financial Advisor? How to Know What You Need Now

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. …

What Is a Fiduciary?

Why choose a fiduciary? Find out what makes a financial advisor with fiduciary responsibility different.

How to Work with a Financial Advisor

Ready to work with a financial advisor or wealth planner? We’ll break down your questions, including what is financial planning, what does a financial advisor do, and what are fiduciary advisors?

Wealth Manager vs. Financial Advisor: What’s the Difference?

What’s the difference between a wealth manager and financial advisor? We’ll talk about similarities between what wealth managers do and what financial advisors do, and how they may differ from one another.

When to Work with a Financial Advisor

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. And while financial advisors and …

How Financial Advisors Make Money

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research   Financial advisors provide financial planning or investment guidance to clients. They may meet in person, remotely or provide advice within a larger firm setting. Financial advisors may work for themselves, with small …

Designations for Financial Advisors: A Complete Guide

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments.  I could say “Tammy, a CLU and …

Why Is Financial Planning Important for Relieving Stress? A Former NFL Players Perspective

Marques Ogden learned why financial planning is important – and now he tells you how financial planning has put his family back on track for future financial success..

Don’t Play Without a Coach: Why Working with a Financial Advisor Is Worth It

By Marques Ogden    Athletes don’t take to the field, to the pool or to the court without a trusted coach to help them train for optimal performance.  

Talking to Your Financial Advisor During Market Volatility

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new. 

Don’t be a 56er

You just finished a one-hour meeting at the 56-minute mark. Your next meeting begins in four minutes. As a typical time maximizer, you now have to make a quick decision – what can you accomplish in the next four minutes?

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