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Earlier is Better

Anyone who understands the time value of money understands that when it comes to investing, earlier is better. And yes, anyone would encourage you to the fullest of their ability to invest as soon as you can. But how do we invest early?

Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on …

Uncertainty and Change

Published By: Mark Petersen | LinkedIn We live in a world of uncertainty! On November 8, 2016 most Americans thought they knew who the President-Elect would be. After all, we were informed by pollsters leading up to the Presidential election who was leading and the probable outcome. Many we …

President-Elect Trump’s Tax Plan: What We’ll Be Watching

We’ve heard the candidates’ positions on several issues during the period leading up to the 2016 Election, and with his win Tuesday night, we’ll be keeping a keen eye on whether President-Elect Trump makes progress on his proposals, especially considering the GOP maintained its majority in …

KPIs Run Amok

Published By: Ron Carson | @rchusker In business, what gets measured gets done. That is why so many businesses set up key performance indicators (KPIs). So why did creating sales targets go so wrong for Wells Fargo, bring down CEO John Stumpf and lead to the bank’s $190 million settlement i …

Reviewing and Updating Your Estate Plan

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. …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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