Videos

Q3 Market Outlook Webinar

Scott Kubie, Senior Investment Strategist at Carson Group, put together our Quarterly Market Outlook for the third quarter with multiple factors in mind. Click Here to Watch the Webinar
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Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

Passive vs. Active Management

As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

Keeping Your Retirement Income Stream Growing and Flowing

With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

Who Wants To Be A 401(k) Extraordinaire?

Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

Is Your Advisor A Fiduciary?

A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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