Videos

Instructions for accessing the SWP ‘Client Experience’ Online Dashboard

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

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.  

Charitable Gift Planning Strategies for 2020

Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar

Rewirement: Rewiring The Way You Think About Retirement

Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

How Retirement Planning Changed in 2020

Jamie Hopkins, Director of Retirement Research at Carson, hosts “How Retirement Planning Changed in 2020.” The impact will be felt for years to come, including on retirement planning, a vital area of personal finance: Click Here to Watch the Webinar

Q3 Market Outlook Webinar

Scott Kubie, Senior Investment Strategist at Carson Group, put together our Quarterly Market Outlook for the third quarter with multiple factors in mind. Click Here to Watch the Webinar
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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