What a week it was, as we came into Monday morning with stocks down significantly over worries about Chinese AI-based company DeepSeek. We will discuss that more below, but the bottom line is despite the large losses we saw in large technology names on Monday, last week really held up quite …
Published by Jason Comes | @Jason_Comes Which is the best way to compensate someone who helps you with your investments/finances? Would paying per transaction be best or via a percentage of the assets? Do you think the advisor could be objective if he or she would earn a commission investin …
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.
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.
For the last several years I have had the privilege of traveling with family, friends and strangers to serve the poor overseas.
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 …
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 …
