Posted on January 4, 2021
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 …
Posted on October 16, 2020
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 …
Posted on August 10, 2020
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 …
Posted on July 13, 2020
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
Posted on June 15, 2020
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
Posted on June 15, 2020
Ahead of the May FOMC meeting, Bob Phillips forecast his expectations for the Fed announcement. He notes that in order to keep the interest rates at a manageable level, the Fed may eventually allow negative rates. Full article on Bankrate
