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!

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