Webinars

Facts Vs Feelings Take 5 – The Fed Cuts Big

The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors a …

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Lessons from Dad and How You Can Find True Wealth in 5 Minutes

By Kevin Engbers, CFP®, Founder, Wealth Advisor I miss my mom and dad and I think of them almost every day. My dad passed away in 2015 and mom in 2020. (To answer the question that normally follows, my mother did not pass from the pandemic. However, she was in a nursing home, and I …

Meet the Team: Dean Bertsch

With over 50 years of experience in the financial world, Dean Bertsch, has built his career and relationships on thoughtful listening and principled wisdom.

Checklist: Financial Milestones for College Planning

The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial …

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