551 Search Results for:

  • Mike Lawrence

    Posted on February 24, 2021

    Meet Mike   Mike is a portfolio manager for the QBI Investment Team at Carson Group. He manages and oversees the QBI Low Volatility strategies. Mike brings more than two decades of experience with systematic strategies to Carson, including 16 years as a portfolio manager with Chicago Equity Partners. There, he led a four-member equity portfolio management team responsible for the oversight of more than $1 billion in domestic and international equity strategies. He earned his bachelor’s degree and MBA from DePaul University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. In...read the full article

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  • Bobby Schultz

    Posted on February 24, 2021

    Meet Bobby   Bobby is an investment analyst for the QBI Investment Team at Carson Group. As an analyst, Bobby works on the quantitative model and fundamental overlay that support the QBI investment strategies. He earned his bachelor’s degree in finance as well as business intelligence and analytics from Creighton University.   Bobby is originally from Milwaukee, Wisconsin. When he’s not cheering on his favorite teams or enjoying time with friends and family, Bobby likes to ski, play tennis and spend time outside.    [et_pb_cwm_member_favorites _builder_version="4.9.0" _module_preset="default" custom_padding="||100px||false|false" hover_enabled="0" sticky_enabled="0"][/et_pb_cwm_member_favorites]

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  • How to Finish Strong this Tax Planning Season

    Posted on February 24, 2021

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

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  • Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles

    Posted on February 22, 2021

    American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Because of restrictions and risk, the biggest winners were online retailers. Home improvement stores also experienced strong demand as consumers continue to spend extra time at home.

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  • Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

    Posted on February 16, 2021

     U.S. inflation rose 0.3% last month and is now up 1.4% for the year (Figure 1). Investor concern about inflation has increased in recent months against the backdrop of large stimulus packages and hopes of an economic recovery. Pushing back against that concern is a slowly recovering labor market. Initial jobless claims fell 19,000 from the previous week but remained stubbornly close to 800,000. Continuing claims were more than 4.5 million.

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  • What You Need to Know for the Upcoming Tax Season [Video]

    Posted on February 12, 2021

    What You Need to Know for the Upcoming Tax Season Many monumental events that occurred in 2020 affected this country in various ways. Join Jamie Hopkins, Director of Retirement Research, and Krista Thompson, Senior Wealth Planner at Carson Group, as they offers insight on where things stand today.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • What You Need to Know for the Upcoming Tax Season

    Posted on February 12, 2021

    What You Need to Know for the Upcoming Tax Season Many monumental events that occurred in 2020 affected this country in various ways – emotionally, physically, mentally and financially. This includes taxes.   During this on-demand webinar, Carson’s Director of Retirement Research Jamie Hopkins and Senior Wealth Planner Krista Thompson break down where things stand today and how the right tax planning process can help you during tax season.  This on-demand webinar goes over:   ‣   How the coronavirus and market volatility impacted your tax situation ‣   A tax planning process that helps you be tax efficient  ‣   How to be strategic...read the full article

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  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

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  • RMD Planning in 2020 After the CARES and SECURE Acts [Video]

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. In this webinar, we explain what you need to know about RMDs in 2020. You’ll walk away with a clearer understanding of your options and ready to make...read the full article

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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  • Retirement Planning in 2020: Making the CARES Act Work for You [Video]

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. You’ll walk away with a better understanding of how you can take advantage of this new law. Watch the on-demand...read the full article

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  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 14, 2020

    These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here to Watch the Webinar

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  • Everything Business Owners Need to Know About the CARES Act [Video]

    Posted on April 13, 2020

    Everything Business Owners Need to Know About the CARES Act Unemployment has skyrocketed. Some businesses have already shut down. Others are struggling to get by. These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in the “Everything Business Owners Need to Know About the CARES Act” webinar.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 13, 2020

    Everything Business Owners Need to Know About the CARES Act Unemployment has skyrocketed. Some businesses have already shut down. Others are struggling to get by. These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. That’s why we cover everything from business loans to tax relief in our CARES Act in our webinar: “Everything Business Owners Need to Know About the CARES Act.” Watch the on-demand webinar today to learn: ‣   The various loans available to you...read the full article

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  • Four Ways the CARES Act Can Help Your Business

    Posted on April 9, 2020

    From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

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