News

FPA Announces Diversity Awards

By: Karen Demasters Two women from China and Columbia will receive the Financial Planning Association Diversity Scholarships, which recognize professionals who are working to encourage diversity in the financial planning profession, FPA announced Wednesday.

Advisors to Clients: Stay Calm and Carry on

In the midst of some crazy market volatility and worldwide stocks plunging further amid doubts about China, investors are reaching out to their financial advisors for some reassurance.

Is the Bond Market in a Bubble?

Bonds have been on a 34-year bullish run, but that may come to an end soon. With the stock market in its sixth year of a bull market and hitting all-time highs, many investors are looking for vulnerable areas that may be susceptible for a pullback, or what I like to call a “bubble wat …

Omaha Financial Advisor Earns National Recognition for Philanthropy

Omaha Financial Advisor Earns National Recognition for Philanthropy Ron Carson is a Finalist in the 2015 Invest in Others Community Leadership Awards Newton, MA – July 27, 2015 – Ron Carson, Founder and CEO of Carson Wealth Management Group in Omaha, NE, has been announced as one of three n …

Community Leadership Awards

The Invest in Others Charitable Foundation and InvestmentNews have recognized 15 advisers for their outstanding commitments to philanthropic giving and their work with charitable organizations around the globe.
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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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