Insights

Yes, it’s fall…already! Time is such a precious commodity, so make sure you are making the most of it you’re granted. I recently returned from a trip to Estes Park and Rocky Mountain National Park with my sisters- time well spent! We are making memories that will last a li …

Published by Ron Carson The digital world is filled with financial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement.

Published by Shayla Kriha Are you a saver or someone who spends money? Did your parents teach you how to save? Maybe they didn’t talk about money or finances because they felt like it was an adult conversation, not something to burden you with growing up. The reality is that parents a …

Published by Ron Carson People often ask me why I became a financial advisor and fiduciary. My answer usually surprises them. I grew up on a farm in Nebraska—but when I was a teen, my dad impressed on me that there wasn’t much future in running a farm. “You’re going to have to find somethin …

The first step to goals-based planning is to sit back, relax and day-dream. Or, break out a bottle of wine and sit with your partner and just talk about what you see your life looking like in the future. Ask yourself, “What is it that I really want?”

Published by Paul West Do you remember when your parents forced you to do something you didn’t want to do? Go to a museum; take a long Sunday drive to see where they grew up; etc. It seemed painful then; however, if you could have the chance, wouldn’t you not blink an eye if asked …

Once upon a time, I walked into an educational institution wearing cargo shorts and carrying a pen, one hundred dollars and a whole lot of excitement. Four years later, I walked across a stage carrying a diploma, intelligence, confidence and a whole lot of debt. Many people lie in bed each …

Published by Teresa Milner Calling all parents of teenagers – Let’s be proactive and teach our teens to NOT follow the majority of Americans when it comes to saving! We can teach our teenagers to be managers of their money and learn effective money skills. Over 10.4 million people are …

Published by Mark Petersen and the Carson Group Partners Investment Committee Every new administration in Washington D.C. has an agenda which results from the November election results. Candidates have talking points on the campaign trail. The winner believes that he or she has a ‘mandate’ …

Published by Scott Kubie, Senior Investment Strategist The French elections starting on April 23 are the biggest market moving political event until the recently called British elections. Below are five things to keep in mind that may prevent you from overreacting to a negative outcome in round one:

Published by Paul West We’ve all been there. Something we wanted to do in our lives we let time go by and we missed it. Family trip. Drink with a friend. Kid’s school program. Why does this happen? It’s simple. I’ve experienced it too. We end up always trying to do too much.