Posted on July 28, 2015
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.
Posted on July 9, 2015
A prospect recently came to our office to compare our firm to a rival that was offering a customized portfolio. As soon as I heard the word “customized,” I was curious. “When you say ‘customized,’ what do you mean?” I asked. “They will buy securitie …
Posted on June 22, 2015
Investors might as well get used to the market volatility. Whether you’re looking at stocks, bonds or commodities, asset prices have been swinging a lot more wildly this year.
Posted on June 6, 2015
Within the next few days, as soon as the weather in Omaha, Neb., clears, an elderly, impoverished, and terminally ill man will experience a hot-air balloon ride for the first — and likely last — time in his life. Footing the bill for this dying wish is financial advisor Ron Cars …
Posted on May 27, 2015
There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment pro …
Posted on May 13, 2015
In the last few years, financial advisor Ron Carson has observed prospective clients increasingly asking whether his firm has a succession plan in place. Luckily, he does, and he is happy to describe it to them.