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  • A Check Engine Light for Finances? 7 Key Indicators to Analyze Your Financial Health and Retirement Plan

    Posted on January 13, 2021

    Maintaining our health and our car – we often take these for granted, because it’s fairly easy for us to monitor and measure. Both the human body and modern cars have smart systems in place, like physical pain and check engine lights, that alert us to trouble that needs immediate attention. …

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  • Market Commentary: Markets Start the New Year Strong Despite the Chaos in Washington

    Posted on January 11, 2021

    The vivid pictures and appalling actions in Washington, D.C., Wednesday captured the attention of the globe, but not the interest of markets. The Democratic sweep in the Georgia Senate races didn’t attract a lot of interest from investors either. Neither were markets fazed by the first loss …

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  • How to Get Started on the Investing Adventure

    Posted on January 6, 2021

    Since humanity invented money, we’ve been investing money. From the first prehistoric transaction of goods to the quantum complexity of the New York Stock Exchange, investing has been part of making the financial world turn. But just because the concept has been around for a while, doesn’t …

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  • Help Improve Your Financial Plan This Year with These One-time Adjustments

    Posted on January 4, 2021

    It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolu …

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  • Market Commentary: S&P 500 Finishes the Year at a Record High, Unemployment Numbers Decrease Slowly

    Posted on January 4, 2021

    The S&P 500 wrapped up a surprising year with another strong week. The index of large-cap stocks, including dividends, climbed 1.5% and finished 18.4% higher for the year. Figure 1 shows the performance of the S&P 500, ex-dividends, in 2020 and just how far stocks have roared back f …

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  • Lynn McNally

    Posted on January 4, 2021

    Meet Lynn   Lynn brings a wide array of experience to her role with Carson. As our Operations Specialist, Lynn supports the partners in managing the firm and in overseeing all operational aspects of client service.  She joined the firm in January of 2006 after holding similar roles of increasing responsibility with First Service Capital, …

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  • Karl V. Kimball

    Posted on January 4, 2021

    Meet Karl   Karl has devoted over 35 years to delivering financial planning and investment advisory services to individuals, families, and family-owned businesses. Prior to his affiliation with Carson Wealth, Karl founded Strategic Wealth Partners, LLC, an independent wealth management firm located in Doylestown, PA. Nestled between Philadelphia and New York City, Strategic Wealth Partners …

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  • Karen Gindhart

    Posted on January 4, 2021

    Meet Karen   Karen joined the firm in April 2015.  As Client Services Specialist, Karen provides administrative support to clients and advisors. Karen is normally the first person you will speak with when you call into our office. Karen’s attention to detail and consistency is pivotal when it comes time for coordinating the annual Thanksgiving …

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  • Jonathan A. Moyer

    Posted on January 4, 2021

    Meet Jonathan   Jonathan has over 20 years of diverse professional experience in the financial services industry. He has a passion for helping individuals and families make informed financial decisions to help improve their financial well-being. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2003. He completed a Bachelor’s Degree from Bridgewater College and …

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  • Jenn Mershon

    Posted on January 4, 2021

    Meet Jenn   After graduating from Dickinson College with a degree in Economics, Jennifer worked all across financial services, from customer service to bank branch management to financial client care.  Always focused on relationships, Jennifer strives to help clients with addressing their client service needs and provide the best service possible. She also supports advisors …

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