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Omaha Financial Advisor Earns National Recognition for Philanthropy

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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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Community Leadership Awards

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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?

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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

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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

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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

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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?

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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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Precision Investor Ron Carson

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Precision Investor Ron Carson

Carson Wealth Management shuns bets on the market in favor of pinpointing undervalued stocks. A longtime aviation enthusiast, Ron Carson recently set a world speed record for midsize jets when he piloted a 12-seat Embraer Legacy 500

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Consider This: The Dreamweaver Foundation

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Consider This: The Dreamweaver Foundation

Coming up on the next edition of “Consider This…” The Dreamweaver Foundation. A nonprofit organization, it was established by an Omaha couple as a way to thank and honor impoverished older adults in their final days …and to create long-lasting memories for those who give.

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Sun, Fun—And No Taxes? Set Your Goals Before Retirement

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Sun, Fun—And No Taxes? Set Your Goals Before Retirement

During our wealth-planning process, it is important to understand each client's financial goals during retirement so that we can develop a personalized plan designed to meet his or her long-term goals and objectives, both financial and non-financial.

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