Webinars

Understanding Long-Term Care Planning: What You Need to Know

As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …

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Why Diversified Investments Are Crucial

Published by Tyler Schlumpf There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific …

The Benefits of a Company Concierge

Published by Katie Sautter Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, departmen …

5 Stupid Things People Do With Their Money

Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl.

Why I Chose To Be A Financial Advisor

Published by Teresa Milner We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why am I alone? Why, why, why . . .

Should You Pay Down Your Debt or Invest Your Money?

One of the most common questions clients ask me, is whether they should pay down their debt or invest the extra money in the market. Most of us carry some percentage of debt in our balance sheets. Some of us don’t mind having debt.

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