Author archives for Meg Ronspies

    What’s in Your Wallet? A Powerful Portfolio Management Tool

    Blog

    What’s in Your Wallet? A Powerful Portfolio Management Tool

    Published by Rob Furlong When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio ma …

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    Helping Your Loved Ones with Long Term Care

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    Helping Your Loved Ones with Long Term Care

    Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – esp …

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    Charitable Planning with a Donor-Advised Fund

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    Charitable Planning with a Donor-Advised Fund

    Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of …

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    Seven Financial Actions to Consider Before 2017

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    Seven Financial Actions to Consider Before 2017

    Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven ac …

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    Did you lock that mortgage rate in? Did you move from stocks to bonds?

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    Did you lock that mortgage rate in? Did you move from stocks to bonds?

    Published by Jason Comes, Wealth Advisor Most voters were caught off-guard last month when President Elect Donald Trump won the election. And yes, many Wall Street firms were wrong about their stock market predictions if Trump won as well. After the initial election night scare, all of the …

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    Conviction: A Portfolio Manager’s Secret Weapon

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    Conviction: A Portfolio Manager’s Secret Weapon

    Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on …

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    President-Elect Trump’s Tax Plan: What We’ll Be Watching

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    President-Elect Trump’s Tax Plan: What We’ll Be Watching

    We’ve heard the candidates’ positions on several issues during the period leading up to the 2016 Election, and with his win Tuesday night, we’ll be keeping a keen eye on whether President-Elect Trump makes progress on his proposals, especially considering the GOP maintained its majority in …

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    Reviewing and Updating Your Estate Plan

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    Reviewing and Updating Your Estate Plan

    It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. …

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    A True Wealth Moment

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    A True Wealth Moment

    Have you ever had a moment when it seems like time stops for a second and you say to yourself, “wow…this is awesome”, or you have a wave of happiness and the feeling of being very grateful for life? I define these times as True Wealth moments.

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    Why You Want a CERTIFIED FINANCIAL PLANNER™ On Your Team

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    Why You Want a CERTIFIED FINANCIAL PLANNER™ On Your Team

    I recently attended the Fall Excell Conference in Omaha put on by Carson Group, a community of advisors seeking coaching and content, and heard many excellent speakers. One speaker in particular discussed how our behavior can be evidence of our priorities and the value we will provide others.

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