Blog
Using Life Insurance as a Portfolio Preservation Asset
We all understand that life has at least two certainties: death and taxes. I’ll add one more: market downturns. Despite the wealth of information available and excellent portfolio strategies employed, events like the subprime market and Brexit will occur and create volatility in an equity-b …
Are Your Customers Ready to “Brexit”?
Published by Omani Carson The U.K.’s dramatic vote to leave the EU was a powerful signal to every business leader: If you are not providing value beyond a doubt, you’re in trouble.
Estate Planning
Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen
The Most Important Lesson to Remember When Starting Your New Job
Often times we begin a new job with a strong amount of motivation, a bit of nervousness and an excitement that drives us into the office with a smile on our face.
Entrepreneurial Takeaways from Robert Herjavec
Published by Meg Ronspies, Marketing Coordinator “Don’t be boring. Remember that the first thing people buy is people.” Normally seated amongst four other “sharks,” Robert Herjavec shared with attendees of the 2016 Excell Conference some entrepreneurial advice last month.
Using Rationale While Investing
Published by Jake Bleicher and the Carson Wealth Investment Committee A strategic wealth management plan often focuses on investment allocation. Empirical evidence suggests that asset allocation explains 91.5% of return variation over time (Brinson, Singer & Beebower 1991). By that logi …
