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Facts Vs Feelings Take 5 – Things That Worry Us About 2025

In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong …

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Brexit Bedlam: What Advisers Are Telling Clients

“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

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.

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