Carson Group

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Carson Group

Carson Group

@CarsonGroupLLC

National RIA helping advisors, investors, and businesses move toward what matters most. Trust Every Step.

United States Katılım Ocak 2017
1.2K Takip Edilen8K Takipçiler
Carson Group
Carson Group@CarsonGroupLLC·
Inflation, volatility and geopolitical uncertainty have all been part of 2026. So why have markets stayed resilient? Carson’s Midyear Outlook breaks down the first-half story and what investors may want to watch: bit.ly/4gB6tj1
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Carson Group
Carson Group@CarsonGroupLLC·
Carson Wealth has expanded in Northern California with Pinnacle Wealth Management joining the firm in Roseville, CA. The team will continue serving clients under the Carson Wealth brand. More details: bit.ly/3RsaBYj
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Carson Group
Carson Group@CarsonGroupLLC·
Ted Swenson has transitioned to Carson Wealth as an integrated office in Arvada, CO. A Carson independent advisor since 2018, Ted’s next chapter builds on a longstanding relationship with Carson Wealth. Read more: bit.ly/4gODxE4
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Carson Group
Carson Group@CarsonGroupLLC·
A tax return shouldn't be the end of the conversation. It's often the best starting point. Carson Group Chief Tax Strategist Debra Taylor explains why the weeks after filing may be the most valuable planning window of the year: bit.ly/4acqF6v
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Carson Group
Carson Group@CarsonGroupLLC·
Estate planning is still one of the biggest gaps in wealth management. Clients know they need it. Advisors know it matters. Yet too many conversations never happen. @wealth_mgmt covered how we’re trying to change that at scale. bit.ly/4uBuJpj
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Carson Group
Carson Group@CarsonGroupLLC·
Many are saying AI will fix inflation. @RyanDetrick and @Sonusvarghese say not so fast. Their over/under on meaningful AI deflation? At least five years. Until then, the data is hot and yields may be telling us something. Ep. 188 of Facts vs Feelings. bit.ly/42SL1Oj
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Carson Group
Carson Group@CarsonGroupLLC·
Meikle Financial Group in Phoenix, AZ has joined Carson Wealth as an integrated office, continuing under the Meikle Financial name and serving retirees and families through financial planning and wealth management: bit.ly/4wCOdLx
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Carson Group
Carson Group@CarsonGroupLLC·
The next generation may know their parents have an advisor. That doesn’t mean they know you. Our VP of Estate Planning shares planning moments advisors can use to build familiarity with heirs earlier, in a new guest post via @MichaelKitces 👉 bit.ly/435tpyF
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Carson Group
Carson Group@CarsonGroupLLC·
AI isn’t replacing human connection in wealth management. It’s creating more space for it. Carson Group’s Dani Fava shares how AI can help advisors reduce friction and spend more time with clients. Tune in for the full conversation: bit.ly/4njQl6U
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Carson Group
Carson Group@CarsonGroupLLC·
Please join us in welcoming our newest Carson Partner, Roloff Retirement Solutions, led by Ryan Roloff in Nevada. We’re excited to support their next chapter and partner together in creating meaningful, lasting impact for the clients they serve.
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Carson Group
Carson Group@CarsonGroupLLC·
Computer software CPI: +59% annualized in Q1. Energy EPS estimates: up 40–45%. Materials: up 8–9% through 2027. The same thing pushing prices up is pushing earnings up. Two sides, same coin. 🎧 bit.ly/4en9CBL #Earnings #AIStocks #FactsVsFeelings
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