Insights News

As the financial markets went from stumble to tumble in March of this year, investors were inundated with headlines and messaging urging them to stay the course, focus on the long term, and refrain from reactive and emotional decision making. But what exactly does that mean? Do nothing? We know that panic isn’t a strategy …

Retirement income planning can be a complex arena where academics, theory, practice, products and people collide. I often describe income planning as trying to hit a moving target in the wind. The target is each individual’s goals for retirement – what they want to do and how they want to spend their money. It moves …

As Americans hunker down at home, converting spare bedrooms, dining rooms and basements into makeshift home offices and classrooms, uncertainty looms large. Nothing is the same as it was a mere two or three weeks ago. March Madness, St. Patrick’s Day parades, and gatherings of all types were unceremoniously cancelled. Restaurants, bars and retail stores …

Over more than three decades providing wealth management services and advice, I’ve helped clients and advisors weather monumental changes in the markets and economy, the regulatory environment, and a rapidly changing wealth management landscape. Yet, one thing remains the same. At the end of the day, all clients still want to know one thing, “Am …

The CARES Act essentially suspended required minimum distributions (RMDs) for 2020 across the board. However, there have been a lot of questions about what this means for those who already took out distributions, and the impact on taxes and inherited accounts. It is important to remember that the CARES Act is a relief bill, and …

Omaha, Nebraska – June 1, 2020 – Bain Wealth Management, a family-owned boutique investment and financial planning firm based in Salem, Oregon, announced today that they have joined with Carson Partners in order to gain access to Carson’s industry leading tech stack and leverage the partnership’s full in-house marketing, legal, trust, CPA and advanced planning teams. Founder …

Boston, Massachusetts – June 9, 2020 – Andrew Nigrelli, AIF®, RFC®, CMFC® announced today the addition of Wealth Advisor William Newell, CFP®, Newell will affiliate with one of the fastest-growing advisory firms in the country, Carson Wealth. Newell’s affiliation brings the number of Carson Wealth locations in the Boston metropolitan area to three—with offices in Waltham, Holliston …

Omaha, Nebraska – May 12, 2020 – As financial services—along with every other industry—experiences the implications of a global pandemic and a volatile market, many advisors are grasping for ways to better serve their clients. For months, our profession has been tirelessly working to guide clients who are also hurting from the blows to the financial and …

Many Americans are expecting a check from the federal government within the next month, as part of a stimulus package intended to provide the country financial relief as COVID-19 stresses physical and financial health around the world. Retirees and those who claim Social Security are a part of that group, though they may face some …

President Donald Trump signed a $2tn Coronavirus stimulus bill. The bill — known formally as the Coronavirus Aid, Relief and Economic Security Act (CARES Act) — has a number of provisions that could put advisors’ planning skills to the test. ‘More people will have penalty-free access. If people are struggling to get by and need …

Omaha, NE – April 8, 2020 – Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has added Dr. Gerry Herbison, DBA, ChFC®, CFP®, CASL®, CLF, to its roster of executive business coaches. Herbison specializes in change management and …