After an unprecedented year in 2020, 2021 has provided plenty of challenges of its own. As we approach the end of the year, let’s take a look over the financial landscape. How has the market reacted to the COVID-19 delta variant? How has recovery from 2020’s shutdowns affected the global economy? How do these events …

Excell 2021 will invoke a lot of emotions – you’ll be motivated and inspired, you’ll glean knowledge and develop a sense of community, and you’ll find yourself challenged in meaningful and impactful ways.  While you’re likely attending Excell for the internal impact on your personal and professional development, don’t forget about the external sensory details. …

Here’s an insider tip on Excell 2021: The conference starts on a Tuesday and ends on Thursday evening. Why does that matter? Well, you can come early or stay late to get a full weekend of the Vegas experience.  In other words: Make a trip of it! Bring your team, bring your spouse, bring a …

Omaha, NE – July 28, 2021 – Dynamic Legacy Planning, a full-service wealth management firm based in Greenfield, Indiana has chosen Carson Partners as the best platform to serve their clients. The five-person team led by CEO and Senior Wealth Advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management. “Jason White …

Businesses are open, another sign of a return to normalcy. Many are eyeing inflation. The jobs recovery is slow. What can we expect from the markets during the second half of the year? During this on-demand webinar, Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, lead our Quarterly Market Outlook to discuss …

The SECURE Act shook up the retirement planning scene when it was signed into law in December of 2019. In an effort to better prepare Americans for retirement, the law allowed 401(k)s to offer annuities, encouraged small business owners to set up retirement plans and upped the age at which required minimum distributions start. Now …

The capital gains tax conversation is heating up as President Biden has proposed a steep increase to fund his American Families Plan. The tax hike, from 20% to 39.6%, would affect families who make more than $1 million – and financial advisors who want to sell their business. Carson’s Jamie Hopkins, a policy pro and …

Learn how your firm’s valuation could fluctuate under the proposed increased capital gains tax rate. To fund his American Families Plan, President Joe Biden has proposed an increase in the capital gains tax that extends its reach to advisors in the market to sell. A proposed hike from 20% to 39.6% would start in 2022, …

You’re motivated, you have the industry knowledge, and you know what it means to put clients first. As a result, you’ve grown your firm and you’re eager to reach the next level. But the time and resources it takes to get there? A stumbling block. You wonder, what is it really like to tap into …

Timing is everything when it comes to selling your firm. You need to feel ready to relinquish ownership. Your willingness to exit – and, ultimately, your firm’s valuation – is dependent on a myriad of factors contingent on timing. President Joe Biden’s capital gains proposal is injecting a new dynamic into the conversation. To fund his American …