Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

Barry Gilbert, portfolio manager with the Carson Group, sat down with WealthManagement.com to talk about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

Carson Group, an Omaha, Neb.-based RIA with a total AUM of $37 billion, has been around for almost 40 years. Today, it includes Carson Partners, a non-custodial RIA support network; Carson Coaching, which provides coaching for financial advisors; and Carson Wealth, its wealth management practice that also offers retirement planning.

The firm’s model portfolio, launched in late October 2022, has approximately $2 billion in AUM today.

We spoke with Barry Gilbert, the firm’s portfolio manager and vice president, about Carson’s investment philosophy and the options included in its model portfolio.

Read the full article on WealthManagement.com.