Insights News

New research and analysis from Carson Group Coaching  shows a huge divide between what clients want from financial advisors and what financial advisors are delivering. What clients named as most valuable isn’t shocking. Clients want fee transparency, a clear standard of care, financial planning, numerous interactions throughout the year and a willingness to educate from their …

From personal protective equipment to bogus cures and vaccines, coronavirus-related scams are spreading faster than the virus itself. According to multiple government agencies and watchdogs, scams and cyberattacks have spiked during the coronavirus pandemic. In April, the FBI’s Internet Crime Complaint Center reported thousands of complaints about coronavirus-related scams, and the IRS warned of scams targeting coronavirus relief …

Omaha, Nebraska – July 29, 2020 – Gold Family Wealth, a proactive wealth management and financial planning firm managing $77.5 million in client assets and based In Westport, Connecticut, has joined Carson Partners to access the added resources, personnel, infrastructure and technology that will help the firm achieve its next phase of its long-term growth strategies. …

Between the SECURE Act’s passage at the end of 2019 and the CARES Act’s passage amid the coronavirus pandemic in 2020, Americans might be struggling to keep all of the changes to retirement and tax laws straight. When it comes to retirement planning there have been a number of changes to how you can access …

I recently came across this poster, “7 Rules of Life,” while browsing online. It struck a chord with me so I posted it on Twitter, noting that this is how I try to live my life. Later, it occurred to me that these same themes also have broad application when it comes to wealth planning—especially now, …

Omaha, Nebraska – July 23, 2020 – Butterworth Financial Group, a Tulsa-based wealth management and financial planning firm managing $55 million in client assets, has joined Carson Partners with the goal of accelerating the firm’s growth by utilizing the technology and range of investment strategies supported by a diligent team of researchers that Carson has to offer. …

Less than two months since Congress passed the CARES Act in response to the coronavirus pandemic, another massive economic relief bill made its way through the House. However, it still has an uncertain future in the Senate. The HEROES (Health and Economic Recovery Omnibus Emergency Solutions) Act is a $3 trillion bill that is designed …

Like many of you, at Carson Wealth, we’ve been working remotely from our homes for weeks now. While social distancing and hunkering down at home feels strange to most of us, I’ve noticed that one of our team members has had a particularly tough time adjusting. A social animal by nature, she’s always the first …

In response to the halting U.S. economy, set off by the coronavirus pandemic, the federal government has passed a massive emergency funding bill to protect and support American businesses, hospitals and individuals. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,000 pages of text that detail the …

While it’s far too early to begin calculating the human and an economic toll of the COVID-19 pandemic, there’s growing concern that charitable organizations—many of whom are being relied upon more heavily than ever to provide essential services and assistance—may be among those hit hardest. That’s where The Coronavirus Aid, Relief, and Economic Security Act …

Do you have a vacation fund? A pizza party jar at work or home? A bank account reserved for a new house? People set aside money for certain goals or expenses, sometimes even dedicating a specific bank account or credit card for them. This mental bucketing tendency is a quick way our brain scans to …