Insights

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. …

I recently attended the Fall Excell Conference in Omaha put on by Carson Group, a community of advisors seeking coaching and content, and heard many excellent speakers. One speaker in particular discussed how our behavior can be evidence of our priorities and the value we will provide others.

Not following through is a decision, but it is a decision which leads us away from the life we want. In contrast, making decisions and following through with those choices, as hard as they are, is the reason certain people have the life they want.

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of h …

Published by Pete Mullen and the Carson Wealth Investment Committee From one millennial to another, I wanted to take some time to discuss the lack of saving and investing done by our generation. It seems like the number of millennials that continue to live paycheck-to-paycheck continues to …

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …

This also made several young adults find it difficult to find jobs. Many ended up staying on their parents’ payroll longer than anticipated, and it seems the trend which was meant to help out the generation for a while, is here to stay.

We all understand that life has at least two certainties: death and taxes. I’ll add one more: market downturns. Despite the wealth of information available and excellent portfolio strategies employed, events like the subprime market and Brexit will occur and create volatility in an equity-b …

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen