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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Nik’s Cookie Cutter Approach

Wealth Advisor, Nik Aamlid, is getting ready for the holidays that are right around the corner and ready to enjoy all of the fresh Christmas cookies. He urges you to reflect on your method of financial planning. Have you been taking the cookie cutter approach? The standard one size fits all …

Is Stress Stealing Your Personal and Financial Happiness?

Have you noticed from your Facebook or Twitter feeds that people just don’t seem to be happy anymore? The demands placed on our families due to COVID-19 and lack of control in many areas of our lives has exponentially elevated stress levels.

Market Commentary: First Vaccines Roll Out as Unemployment Claims Remain High

Initial jobless claims reached an 11-week high based on data reported last week. More than 850,000 workers filed initial unemployment claims (Figure 1). While processing delays around the Thanksgiving holiday affected the data, even after adjusting for the break it appears the economic lull …

Here’s Your Year-End Tax Planning Checklist

The passage of time is something to be cherished, but 2020 is a year most people don’t mind closing the book on. Recently, I heard someone say, “2021 can’t be as bad, right?” That’s a matter of wait-and-see, but one thing we know for sure: Come tax time, the government will be looking for t …

Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

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