Author archives for Meg Ronspies

    Decisions & Abundance

    Blog

    Decisions & Abundance

    Not following through is a decision, but it is a decision which leads us away from the life we want. In contrast, making decisions and following through with those choices, as hard as they are, is the reason certain people have the life they want.

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    Be a Math Teacher and Prepare Your Clients for Success

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    Be a Math Teacher and Prepare Your Clients for Success

    One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

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    Complex Financial Planning

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    Complex Financial Planning

    Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of h …

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    Time Is Your Friend When You Invest

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    Time Is Your Friend When You Invest

    Published by Pete Mullen and the Carson Wealth Investment Committee From one millennial to another, I wanted to take some time to discuss the lack of saving and investing done by our generation. It seems like the number of millennials that continue to live paycheck-to-paycheck continues to …

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    Parents, Kids, and #Adulting:

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    Parents, Kids, and #Adulting:

    This also made several young adults find it difficult to find jobs. Many ended up staying on their parents’ payroll longer than anticipated, and it seems the trend which was meant to help out the generation for a while, is here to stay.

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    Using Life Insurance as a Portfolio Preservation Asset

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    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 …

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    Balancing College Funding with Retirement Savings

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    Balancing College Funding with Retirement Savings

    Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.

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    Commission, Fee Based or the Combo?

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    Commission, Fee Based or the Combo?

    Published by Jason Comes | @Jason_Comes Which is the best way to compensate someone who helps you with your investments/finances? Would paying per transaction be best or via a percentage of the assets? Do you think the advisor could be objective if he or she would earn a commission investin …

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    Entrepreneurial Takeaways from Robert Herjavec

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    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.

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    Passive vs. Active Investing

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    Passive vs. Active Investing

    Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering …

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