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4 Pitfalls of Not Having a Financial Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

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Facts Vs Feelings Take 5 – War, Oil and What’s Next

October has had some of the market’s biggest crashes. Will that happen this year? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their takes on this and more. Highlights include: The economy is doing better than expected We’ve had som …

What is a Robo-Advisor?

Ryan Ovenden, CFP®, Wealth Advisor, defines a hot topic: Robo-Advisors. He talks about what to consider if you’ve thought about utilizing a Robo-Advisor and how it compares to a Financial Advisor professional in building a custom financial plan.

Market Commentary: Another October Bottom?

Stocks had a solid late-week reversal higher, even as many worries and concerns piled up. From the U.S. House not having a speaker for the first time ever, to yields soaring, to deficits and spending, the list of worries was high. But there’s an old saying that the market tends to rally on …

Facts Vs Feelings Take 5 – Why There Won’t Be a Crash in October

October has had some of the market’s biggest crashes. Will that happen this year? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their takes on this and more. Highlights include: • The economy is doing better than expected • We’ve had …

Estate Planning Checklist

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the fut …

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