Category: Uncategorized

Filter Blog by:
    Let’s Talk About Midterm Elections and Your Investments

    Blog

    Let’s Talk About Midterm Elections and Your Investments

    This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

    Read More
    Considering Tax Loss Harvesting? What You Need to Know First

    Blog

    Considering Tax Loss Harvesting? What You Need to Know First

    Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

    Read More
    Carson University

    Blog

    Carson University

    Written by Bonnie Sibila Last week, Cameron had the opportunity to be part of the Inaugural Class of Carson Group University in Omaha, NE. Established by Scott Conroy and Bobby Steinau, this training is a week-long course for new advisors, associate advisors and advisors new to the Carson p …

    Read More
    A Groovy Summer Night

    Blog

    A Groovy Summer Night

    Who says you cannot re-live the past? We sure did at our Groovy Nights summer party a few weeks ago. What a blast we had pulling out our old 60’s threads, getting down to The Fab Four and spending the evening with great company. We were fortunate to have our whole team, our families and …

    Read More
    Partner Academy – March 2018

    Blog

    Partner Academy – March 2018

    What is Partner Academy? Earlier this month, Gali and Holly headed out to Omaha, Nebraska (bbrrhh) to join our partners, Carson Group Partners for an event called Partner Academy. This event brings partner offices together for relationship building and collaboration. The purpose is to updat …

    Read More
    Catching up Financially After the Holidays

    Blog

    Catching up Financially After the Holidays

    The holidays have come and gone. Unfortunately, so has a big chunk of money. I’m not typically a big spender and each year I promise myself I won’t go over my spending budget. However, with three kids, family and friends, that was one promise I didn’t keep. Between the food, parties, trips …

    Read More