News

Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania

DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic …

Retirement Income Specialist Jason Juhl Joins Carson Wealth in Des Moines

Des Moines, IA – October 16, 2020 – Wealth Advisor Jason Juhl, RICP®, has announced his decision to affiliate with Carson Wealth to provide his clients with the support and services of a full roster of highly specialized professionals, ranging from estate planning to CPAs and tax profession …

Carson Partner Bender Financial Services Rebrands to Carson Wealth

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advanta …

Three Explanations for Why Stocks Rally Past Rising Covid Counts

Bob Phillips weighs in on the outlook for investors as stocks rally despite the increase in coronavirus cases, noting investors are adapting to life with the virus as they expect the worst of the damage is behind us. Full article on Bloomberg

Markets’ Rally From Thursday’s Sell-Off

Bob Phillips joined Oliver Renick to share his thoughts on the continued market volatility surrounding fears of a second wave of coronavirus. Additionally, he highlights where he is finding opportunities in the market. Full video on TD Ameritrade Network
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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