Videos
Posted on February 26, 2021
You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year. Click Here to Watch the Webinar
Continue Reading! Election and Investments
Posted on October 30, 2020
Join Jamie Hopkins, Director of Retirement Research at Carson, as he discusses how the election may impact the direction of reform. Click Here to Watch the Webinar
Q4 Market Outlook Webinar
Posted on October 23, 2020
Join Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, for our Q4 Quarterly Market Outlook webinar. Click Here to Watch the Webinar
Quarterly Market Outlook: Q4 2020
Posted on October 21, 2020
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Estate Planning in 2020
Posted on October 16, 2020
Our host Jamie Hopkins is the Director of Retirement Research at Carson and a nationally-recognized voice on retirement and estate planning. Click Here to Watch the Webinar
Instructions for accessing the SWP ‘Client Experience’ Online Dashboard
Posted on October 14, 2020
From this portal, you can run real-time reports on your financial assets. You can also update your financial priorities, risk tolerance, and much more. We know you will find this site a useful tool and look forward to reviewing it with you during upcoming Review meetings. (Please Note: the …
How to Start Building Your Retirement Plan
Posted on October 14, 2020
How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started. Watch this video to help ensure you’re on track toward retirement.