Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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Winning the Lottery vs Investing: What Are Your Odds?
Published by Tyler Schlumpf and the Carson Group Partners Investment Committee We definitely have fun to getting swept away in the “what if’s” of instantly coming into a large sum of money, hopefully most people are rational though and understand they are playing to be a part of it but don’ …
Three Reasons to Consider Active Management
Published by Brett Carson Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a che …
Cross Generational Financial Planning
Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financi …
My Best Piece of Financial Advice for Women
There is a lot of bad advice out there for women, financial and otherwise. My heart breaks for the women in my office in their late 50’s that are facing a divorce and have no idea where their assets are or even what they have. Or, for the 25 year old with $100,000 in student …
The Importance of Portfolio Diversification
The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …
Protecting Your Wealth
Published By Ron Carson It’s a confusing time for ultra-high-net-worth investors who have already accumulated their wealth and need to protect it.
