Articles authored by Carson Group
The Three Factors That Determine if Now is the Right Time to Sell Your Firm
Timing is everything when it comes to selling your firm. You need to feel ready to relinquish ownership. Your willingness to exit – and, ultimately, your firm’s valuation – is dependent on a myriad of factors contingent on timing. President Joe Biden’s capital gains proposal is injecting a new dynamic into the conversation. To fund his American …
Strategies to Combat a Rising Tax Environment
Tax rates are likely to rise in the future – whether as a result of public policy change or growing personal income. Acceptance of this change is the first step, but you and your clients don’t have to accept defeat. You can employ strategies to help clients alleviate or maximize their tax picture. In this …
Carson Partners Affiliate Gold Family Wealth Welcomes Daniel Armas, CFP®
Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners network, has added Daniel Armas, CFP®, as Managing Partner and Wealth Advisor. A consummate professional with more than 18 years of financial planning experience, Armas has expanded …
The Now and Next for Women in Financial Services
The financial services industry isn’t known for its gender diversity, though many women are thriving in the field. What inroads have we made as an industry? What roadblocks have we yet to overcome? How do we create a more inclusive culture and how does that progress benefit our businesses and our clients? Let’s talk about …
Incorporating College Education Planning into Your Practice
One of the most significant expenses your clients likely have their eyes on is the rising cost of a college education. A source of stress for many, this funding challenge can be overcome with proper planning. During this on-demand webinar, learn how to turn college education planning into a value-add for your business with help …
What You Need in Place in Order to Acquire Another Firm
You wouldn’t create a financial plan without a thorough understanding of your client’s goals and a researched game plan that aligns with that vision. Have you given your firm’s growth goals the same care? Jason Carver, Managing Director of Mergers and Acquisitions, and Mike Wieger, Mergers & Acquisitions Manager, answered your big questions during our …
Q2 2021: Quarterly Market Outlook
More businesses are reopening, and more and more Americans are vaccinated. What does this mean for the markets? During this on-demand webinar, Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, lead our Quarterly Market Outlook to discuss what happened in Q1 and what you can expect in Q2. Their presentation explores: • …
How One Advisor Left His Broker-Dealer and Found Independence
Without a continuity plan, Joel Worsfold knew his legacy, his clients and his team were at risk. And beyond that, his technology and client experience was outdated. Joel recognized the common thread: his broker-dealer.
Jacqueline Campbell’s Alexander Legacy Private Wealth Management Joins Carson Partners
Alexander Legacy Private Wealth Management, a full-service advisory firm led by President, CEO and Senior Wealth Advisor Jacqueline (JaQ) Campbell and based in Chicago, Ill., announced today that it is joining the Carson Partners network. Already deeply dedicated to creating an impact, Campbell and team look forward to streamlining operations and client service in order to better help …
Practical Tips from Our Behavioral Finance Week Guests
It’s easy to forget, with the technological concerns on one side and the market pressures on the other, that we deal with people first and foremost. Flesh-and-blood clients have powerful psychological dynamics behind their decisions, and engaging these dynamics can help us plan more accurately, and have those plans more effectively kept over time. An …