This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets …
Published by Ron Carson | @RCHusker Many financial advisors are worried about the new Department of Labor (DOL) rule requiring them to put their clients’ interests above their own financial gain when offering individual retirement advice. One big concern is that compliance will be burdensom …
It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?
Published by Ron Carson | @RCHusker At our firm’s annual retreat, we set our most important goals for the coming year. During one recent retreat, I held up a sign above the list of goals. It said, “No new.”
I feel wealthiest when I’m surrounded by my loved ones and dear friends; those who have shared laughter and tears, joys and sorrows, successes and failures. The ones who I can see every day or never at all, but still feel like we share a life.
What is a financial plan? I define it as a road map to a confident financial future. Risks are identified, planning opportunities are strategized and the likelihood of accomplishing all financial goals is increased.
By Scott Ford, founder and CEO of Cornerstone Wealth Management Group In my spare time, I enjoy spending time reading about investments and wealth management strategies. I recently came across an article that cited Wagner’s Rules for Investing, which include: Spend less than you make Save a …
