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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.

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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.

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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.

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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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