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Weighing the pros and cons of portfolio diversification

Don’t put all your eggs in one basket!

This cliche is a central tenet of financial planning and sensible investing. Read more


Do you know what you’re paying your financial advisor?

Looking for a financial advisor? Wondering how you’ll pay him or her — and just how much?

There are three types of advisors you can work with, according to certified financial planner Ron Carson, founder and CEO of Carson Wealth Management Group. Read more


Is the future for robo-advisors bright…or a bust?

The following is an excerpt from an article by Andrew Osterlund, special to

The growth of automated investment advice platforms — also known as robo-advisors — is a top theme of just about every conference in the advisory industry these days. What’s more, pundits are debating whether it’s the next big thing in investing.
Read more


3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more


If Fed raises interest rate, look at long term and don’t panic, investing experts say

In Omaha, the spiritual home of the investing style that ignores short-term market gyrations, the prospect of a change in Federal Reserve interest rates is kind of a yawner. Read more


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. Read more


Stock market dip: Now is a good time to buy and get your financial plan in place, advisers say

By Russell Hubbard and Steve Jordon / World-Herald staff writers

Concern over a possible global economic slowdown led investors big and small to sell stocks Monday, raising fears about the staying power of the market’s post-Great Recession rally. Read more


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. Read more


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 watch.” Read more


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 national finalists for the Catalyst Award, Read more