From Tax Season to Team Growth: A Look at Q1 at Carson Wealth Pella
As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. From tax season preparations to professional development and a few well-deserved breaks, here’s a look at what we’ve …
A Season of Gratitude, Celebrations, and Forward Thinking
As we wrap up 2024, we’re filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. Here’s a glimpse o …
Summer Adventures, Client Events and Exciting Times Ahead
This past summer has been filled with exciting travels, memorable events, and valuable learning experiences for our team. As we reflect on the season, we’d love to share a few highlights from our summer adventures and key events that made it unforgettable.
Q2 Updates: Meet our new intern, Partner Summit and more
It’s been an exciting Q2 for us at Carson Wealth Pella, and we have plenty of exciting news to share, starting with a new face in the office.
Q1: A Strong Start
The strong start to 2024 set the stage for an exciting year. As mentioned in our recent Market Commentary, strong starts to the year are usually bullish for stocks. The markets hitting an all-time high certainly caught many people’s attention!
