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Facts Vs Feelings Take 5 – Did the Fed Pull a Grinch?

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previ …

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Entrepreneurial Takeaways from Robert Herjavec

Published by Meg Ronspies, Marketing Coordinator “Don’t be boring. Remember that the first thing people buy is people.” Normally seated amongst four other “sharks,” Robert Herjavec shared with attendees of the 2016 Excell Conference some entrepreneurial advice last month.

The Power of Passing it Forward

Published by Jim Quigley I recently attended my first college scholarship night. The students and parents sat in the audience as 30 separate presenters told their scholarship story and called up the chosen student to receive their award.

Doing Good Gets More

For the last several years I have had the privilege of traveling with family, friends and strangers to serve the poor overseas.

The Inside Secret about Giving

A few winters back a friend invited my Dad to roll up his sleeves and make a difference at Feed My Starving Children. As a father of three, I am fortunate that my Dad used this opportunity to open Jersey and Piper (his granddaughters/my girls) to a life outside their bubble. Heading to FMSC …

Using Rationale While Investing

Published by Jake Bleicher and the Carson Wealth Investment Committee A strategic wealth management plan often focuses on investment allocation. Empirical evidence suggests that asset allocation explains 91.5% of return variation over time (Brinson, Singer & Beebower 1991). By that logi …

What My 10 Year Old’s Soccer Team Taught Me about Planning

Published by Paul West | @PaulWestCoach I’ve been a working financial professional for 19 years. I’ve traveled a good amount of that time all across the U.S.; I’ve never freed up my schedule to commit to be a coach for my kid’s activities. This year was different. I agreed to help coach my …

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