News

Filter News by:

News

Author’s advice on work-life balance isn’t just for business owners

By Steve Jordon / World-Herald staff writer Ron Carson grew up on a farm, and his father taught him and his sister how to work hard — namely, all the time. He followed that workaholic path when he started his advice business, but his personal life suffered.

Read More

News

Advisors can harm clients by trying to ‘do it all’ themselves

A financial advisor I know told me how he handles the growing complexity of our industry on a recent weekend at my hunting lodge: He spends one day a week on compliance and one day a week on research.

Read More

News

Carson: Advisors Failing Clients

In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.

Read More

News

Community Connections – TDAI Advisor Solutions Magazine

Growing up on a farm in Nebraska, Ron Carson witnessed financial hardship firsthand. During the farm crisis of the 1970’s, crop prices were at rock bottom, many farmers had debts they couldn’t repay and family farms were going out of business, replaced by larger, more industrialized operations.

Read More

News

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

News

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

News

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

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

News

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

News

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

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.

Read More