In The News
U.S. New and World Report / August 13, 2015
Bonds have been on a 34-year bullish run, but that may come to an end soon. With the stock market in its sixth year of a bull market and hitting all-time highs, many investors are looking for vulnerable areas that may be susceptible for a pullback, or what I like to call a “bubble watch.” Is the Bond Market in a Bubble?
U.S. New and World Report / May 27, 2015
There are complexities in this emerging investment class, so research before you buy. While ETFs that track broad-market indexes are fairly straightforward, those that invest in sectors or other niches require more research. 5 Factors to Consider Before Investing in an ETF
U.S. News & World Report / March 5, 2015
Mutual fund fees are often discussed, but not fully appreciated by many investors. The ultimate cost of owning a fund is far greater than what meets the eye. This is primarily due to two reasons. First, only about a third of the total cost is reported by the expense ratio. Another factor often missed is the power of compounding fees, and even small changes in expense can become material over time. The Mutual Fund Fees We Don't Talk About
Quad State Business Journal / January 27, 2014
Jim Collins, author of “Good to Great,” also wrote “Great by Choice,” a book based on relevant and meaningful research on why companies and leaders excel. In “Great by Choice,” Collins argues that in times of uncertainty, those who succeed are those who take success into their own hands. Great by Choice: Why Certain Companies and Their Leaders Excel
U.S. News & World Report / December 19, 2014
A recurring headline of late has been the strength of the U.S. dollar. The currency markets are somewhat difficult to understand, especially if you don’t do much international travelling. The dollar has increased about 10 percent versus other currencies, including the euro. 3 Reasons a Strong U.S. Dollar Can Hurt the Economy
CNBC / October 16, 2014
Americans spend more time shopping for a car than they do looking for a financial advisor. Finding a great car is important—you know what you want, what you're willing to pay, and you ask important questions before making an investment in a new vehicle. But when it comes to finding an advisor, it's just as important—if not more—to take your time and do your due diligence to ensure you're getting the value you deserve from your advisor. 10 tough questions you need to ask your financial advisor
U.S. News & World Report / September 23, 2014
Risk is an integral part of investing. Generally speaking, it is the counterbalance to return. Although we hear many money managers and advisors talk about “risk management,” it is a rather ambiguous phrase. Read this guest column published by our Director of Research, Brett Carson 5 Things You Should Know About Risk and Your Investments
Quad State Business Journal / July 19, 2014
At a certain point, business owners hope to be able to take back some of their initial investment out of their company. They may use that money to invest as a means of protection from the ever-changing market that may undervalue their business. How Can You Get Cash Out of Your Business?
Omaha World Herald / June 30, 2014
At Omaha’s Carson Wealth Management, founder Ron Carson and his lieutenants meet four days a week for early morning investing-strategy sessions designed to uncover the next great money-maker for the thousands of clients counting on them for prosperous futures. Read this piece for more information on Carson Wealth's transparent approach to investing. Airing wealth advisers’ meetings is one way clients can get engaged
Stock investing involves risk including loss of principal. Reference in article to outperforming peer indexes is based on 2012-2013 data. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested into directly Barrons awards are based on assets under management (or overseen), revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Barrons Top 1200 Advisors (2013-2014) Barrons Top 100 Independent Financial Advisors (2012-2014) Barrons Top 1000 Advisors (2009-2011).
U.S. News & World Report / June 23, 2014
What causes a stock’s price to move puzzles many investors and, at times, can stump even the most astute. Simply put, a stock’s price is the present value of a company’s future cash flows. 3 Ways the Media Oversimplifies Corporate Earnings
WHAG News / May 29, 2014
Our own John Saunders was interviewed by WHAG News on what consumers need to be aware of when they're entrusting others with their finances. Click the link to watch his interview. Frederick Investment Advisor Indicted for Stealing $1.2M from Client
U.S. News & World Report / June 2, 2014
It is often said that the current bull market is one of the most hated of all time. This is most likely due to the fact that many investors have missed it, but it’s likely also due to the massive market intervention from the Federal Reserve’s quantitative easing program. 5 Reasons Why We Have Yet to See Inflation
Financial Planning Association / June 2014
Ron Carson is a man on several missions. He launched his firm, Carson Wealth Management Group, 31 years ago, and has built it into one of the largest wealth advisory firms in the country. His success has inspired countless others in the profession,and many have partnered with him through his coaching and alliance programs to realize their own success. Ron Carson on Succession Planning, Technology Spends, and Fee Transparency
CNBC / May 29,2014
Members of the Carson Institutional Alliance, including our firm, understand that clients need and want their advisory firm to have a viable succession plan (we do). Read this eye-opening piece on CNBC.com that quotes Carson Institutional Alliance partner Ron Carson: Advisors with no succession plan can kiss their clients good-bye
How to Be a ‘Shark’ Investor in a Bull Market
US News and World Report / May 8, 2014 - Stock investing is misunderstood by many, which is a key reason why many investors have missed out on the current bull market. It’s often viewed as too risky, confusing or most recently, rigged. Read Full Article
Advisors on the Move: Securities America Snags $100M Team
Financial Planning / May 8, 2014 - Securities America picks up a team with $100 Million in client assets while a Goldman vet heads to CapWealth. Here's a roundup of some of the most recent moves among independent financial advisors. Read Full Article
Scott Ford Joins Carson Institutional Advisory Investment Committee
Omaha, NE - Carson Institutional Advisory, an investment management and operations platform for financial advisors serving affluent investors has announced that Scott Ford, CEO and Founder of Cornerstone Wealth Management Group, Hagerstown, MD has been added as a member of its Investment Committee. As a member of the Investment Committee Scott will be jointly responsible for the technical analysis component of the committee as it directs the “Advance & Protect” investment strategy employed by Carson Wealth Management, a nationally recognized wealth management firm in Omaha, Nebraska which has more the $2.2 billion in assets under advisement (as of 3/31/2012), and more than $800 million in assets under management (as of 3/31/2012). “Advance & Protect” is a global tactical total return strategy that seeks to secure gains in advancing markets and protect capital in sideways to negative markets. The strategy emphasizes risk management and is driven by a rigorous, repeatable investment process. Read Full Press Release
Cornerstone Wealth Management Advisors Affiliate With Industry Leader and Registered Investment Advisory Firm
Hagerstown, MD - October 1, 2012 - The Advisors atCornerstone Wealth Management Group, an independent investment and wealth management firm, today announced their affiliation with CWM, LLC, an SEC Registered Investment Advisory Firm (RIA) located in Omaha, Nebraska. Cornerstone Wealth Management Group serves affluent individuals and families through their WAY2WEALTH® process and focus on independent, unbiased wealth management. The RIA is led by Ron Carson, CEO and Founder of Carson Wealth Management, a nationally recognized wealth management firm in Omaha, Nebraska which has more the $3 billion in assets under advisement (as of 3/31/2012), and more than $800 million in assets under management (as of 3/31/2012). Ron Carson, CEO of CWM, LLC is perennially listed by Barron’s as a “Top 100 Advisor” and is currently listed as the #7 advisor in the United States.* “Cornerstone has had a long history of a consulting relationship with Ron Carson and is pleased to now formalize and expand the relationship which will greatly benefit our clients” said Scott Ford, Founder and CEO of Cornerstone. Read Full Press Release
