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 …
Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.
I had first met him and his family a few months back. He’s in his late 60s, but you would never have guessed it – there’s an abundant energy and youth about him. In that initial meeting, he stated that he would never retire.
January 4, 2019 – Joel Worsfold, a top 10 Wealth Brokerage Services advisor based in Des Moines, Iowa, today announced he and his team at Worsfold Wealth Management have joined Carson Wealth – an independent, Barron’s Hall-of-Fame nationally ranked advisory firm.
Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …
Investors are likely getting more volatility than they bargained for this late in the year. With the stock market continuing its downward slide, individual investors may be tempted to sell stocks and sit with their cash on the sidelines until the carnage ends.
July 20, 2018 – Pinnacle Financial Group, an independent investment and wealth management firm headquartered in Amarillo, Texas, today announced it has joined Carson Wealth, a Barron’s Hall-of-Fame nationally ranked advisory firm.
