Carson Partners benefit from investment strategies built with a planning-first mindset, and the Carson Investment Guidebook takes you through our philosophy of doing just that – from financial planning to investments, measuring risk to measuring diversification, and everything in between. We are committed to helping clients understand their portfolios and to provide a narrative around …

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election. It can be hard for clients to keep emotions under control during an election season. …

When we think of the challenges facing today’s advisor, the list is long – as you likely know too well. Fee compression, consolidation, outdated tech, succession planning, deal structures, compliance headaches – all are among the chief concerns we hear from our peers in the industry. As our partners will attest, modern challenges demand modern …

When it comes to investments, there is always risk, but during tumultuous times, managing that risk can feel more precarious. What should you consider when analyzing risk in your investment allocation? Watch as Carson’s Saumen Chattopadhyay, Scott Kubie and Sonu Varghese dive into ways to determine appropriate asset allocation and sharpen your risk analysis and …

  By asking the right questions and providing support when needed, Scott established a solid connection with this prospect. When the market took a turn at the beginning of the pandemic, the prospect came to Scott – and both parties were ready to move forward. Read the full case study to find out more details …

Omaha, Nebraska – October 29, 2020 – Boston Retirement Group, a firm that offers a full array of comprehensive personal and business financial services, announced today that it is joining the Carson Partners network. The team ultimately decided to affiliate with Carson to deliver a “single pane of glass” experience for clients, improved investment strategies and reporting, …

As we come to the end of one of the most complex, memorable years in recent history, let’s take a look over the financial landscape. Volatility was a theme this year, including quick downturns and rebounds. How has the market reacted to the pandemic? How has unemployment affected the global economy? How do these events …

We recently partnered with Carson Partner Bob Huntley of Wise Counsel to support veterans who enjoy spending time outdoors. Ron and Jeanie Carson offered their lodge, located in Tekamah, Nebraska, as an escape for a group of veterans from Texas. Ron and Jeanie flew the group in and welcomed them at the lodge. Toby Nunn …

  What if you had technology that could read a client’s tax return, analyze it and give you a solid starting point for their financial plan, all in a matter of minutes? Think of all you could do to better your business and deepen client relationships with that saved time. Check out our case study, …

Omaha, Nebraska – October 7, 2020 – Mitlin Financial, Inc. a comprehensive financial planning and asset management firm with $58 million in client assets under management is the latest enterprise to join the Carson Partners network. Located in Hauppauge, New York, Mitlin Financial will benefit from access to Carson’s multitude of resources, which include a robust infrastructure …