Advisory Firms Using Creative Job Titles to Attract Clients
Ron Carson is quoted in Investment News article regarding creative job titles. Financial advisory firms are starting to embrace the trend of using job titles that reflect the spirit of the position. Think Google’s “chief happiness officer.”
Honest Financial Advisors Should Embrace New DOL Rule
CNBC Commentary by Ron Carson, Founder and CEO of Carson Wealth Management Group The financial advisory world has always been opaque. Hidden in the fine print of many a prospectus are steep fees and commissions that have kept unsuspecting, everyday investors from maximizing their returns.
Cash-flow Planning Before and During Retirement
Many investors prepare for retirement by putting money in company-sponsored 401(k) plans or personal individual retirement accounts and working with their financial advisor to come up with a plan for retirement.
What’s the Deal with this Market Volatility?
If anything has changed in the financial picture — e.g., longer or shorter working hours, inheritances received or forfeited — “we need to come in, … rerun your numbers, making sure you’re appropriately invested for what it is you’re trying to accomplish
Advisors Can Harm Clients by Trying to ‘Do it All’ Themselves
A financial advisor I know told me how he handles the growing complexity of our industry on a recent weekend at my hunting lodge: He spends one day a week on compliance and one day a week on research.
Weighing the Pros and Cons of Portfolio Diversification
Don’t put all your eggs in one basket! This cliche is a central tenet of financial planning and sensible investing.
Do You Know What You’re Paying Your Financial Advisor?
Looking for a financial advisor? Wondering how you’ll pay him or her — and just how much? There are three types of advisors you can work with, according to certified financial planner Ron Carson, founder and CEO of Carson Wealth Management Group.
Is the Future for Robo-advisors Bright…or a Bust?
The following is an excerpt from an article by Andrew Osterlund, special to CNBC.com The growth of automated investment advice platforms — also known as robo-advisors — is a top theme of just about every conference in the advisory industry these days. What’s more, pundits are debating …
Advisors to Clients: Stay Calm and Carry on
In the midst of some crazy market volatility and worldwide stocks plunging further amid doubts about China, investors are reaching out to their financial advisors for some reassurance.
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.
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 securitie …
