Webinars

Facts Vs Feelings Take 5 – 3 Bits of Good News

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …

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Potential Impact of the Trump Tax Proposals

Published by Mark Petersen and the Carson Group Partners Investment Committee Every new administration in Washington D.C. has an agenda which results from the November election results. Candidates have talking points on the campaign trail. The winner believes that he or she has a ‘mandate’ …

How to Identify and Avoid Fraudulent Communications or “Phishing”

In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, h …

Robo vs. Reality

Published by Pete Mullen, Relationship Manager Have you ever been in a hurry at the grocery store and decided to use the automated check-out line, instead of waiting the extra minute to get in line and have a human check your groceries out for you? Well, if your experience was anything like …

What’s in Your Wallet? A Powerful Portfolio Management Tool

Published by Rob Furlong When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio ma …

Glad I Did vs Wish I Had

Published by Paul West We’ve all been there. Something we wanted to do in our lives we let time go by and we missed it. Family trip. Drink with a friend. Kid’s school program. Why does this happen? It’s simple. I’ve experienced it too. We end up always trying to do too much.

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