Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! In this episode, Ryan and Sonu break down the latest escalation in trade tensions between the U.S. and China and what it means for markets, inflation, and investors …
Q. Dear Debbie, The market has been so volatile the last couple of months, should I be selling some of my portfolio?
Q. Dear Debbie, I have noticed that my portfolio seems to be underperforming versus the popular S&P 500 Index. Am I doing something wrong?
Omani Carson may not have realized it as a kid growing up on a farm in Tekamah, Nebraska, but harvesting corn, soybeans, alfalfa and wheat was the perfect precursor to a career in wealth management. Full Article on Forbes
Yahoo! Finance Article by Omani Carson When my daughter and I took a six-day rafting trip down the Grand Canyon with 12 other people last summer, one of our companions was Gerry Abrams, the producer of “Houdini” and more than 70 other films.
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
“We invest a lot of time upfront with our clients to gauge their risk tolerance and position them accordingly, so unless their risk profile has changed, we would encourage them to not be reactionary. Brexit could mark the beginning of the end of the EU
