Webinars

The Tariffs Are a Big Deal and Risks Are Very High

Tariffs are here and in a big, big way, much bigger than anyone expected. And the levels shared by President Trump aren’t really reciprocal tariffs. The calculation of new tariff rates is based on the trade deficit the US has with each country and has nothing to do with actual tariffs other …

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Advisory Firms Using Creative Job Titles to Attract Clients

Omani 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 Omani 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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