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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.

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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.

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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.”

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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,

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Which of your adviser peers made the short list for the 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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Is your financial advisor more sizzle than steak?

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 securities for us based on our needs,” the prospect told me.

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Ups and downs: Advisors help clients face volatility fears

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.

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When Financial Advisors Become Philanthropists

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 Carson and his wife, Jeanie, whose philanthropy over the years has brought them great satisfaction.

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5 Factors to Consider Before Investing in an ETF

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 products mirror the overall market, providing very little differentiation.

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Your financial advisor disappeared…what do you do?

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.

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