2022, A Year for the History Books

By Doug Gjerde MBA, CFP®, CEPA – Managing Partner, Wealth Advisor 2022 was a monumental year for us as we celebrated 30 years of success and relationships! It was a pleasure to see so many of you at the Green Bay Botanical Garden, along with our former colleagues! We enjoyed some fant …

Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?

We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …

5 Things to Consider When Facing a Life Defining Moment: Unexpected Job Transition

Published by Paul West Life Defining Moments happen to all of us. Sometimes they are positive, joyous things that you want to happen: engagement; marriage; the birth of a child; buying your dream home. Other times, they are things that feel less positive and you wonder why they have to happ …

The Surprising Truths We Learned About Gender Differences from Our Female Clients

Published by Ron Carson For more than 25 years, Carson Wealth has relied on a client advisory council for candid feedback on how to better run our firm.

Sushi and the Art of Stockpicking

Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …

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