Videos

Quarterly Market Outlook: Q3 2021

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, for this Quarterly Market Outlook. Click Here to Watch the Webinar
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Quarterly Market Outlook Highlights: Q3 2021

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.

How to Build a Succession Plan for Your Business

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business. Click Here to Watch the Webinar

Tax Loss Harvesting

While you never want to see an investment lose money, savvy investors know that market corrections are a normal part of the investing process. In this video Jeremy Weller will tell how realizing a short term loss may help offset taxes on future capital gains.

Would a Health Savings Account be beneficial for you?

Good health care can come at a high cost. That is why it is good to take advantage of one of the best accounts you can save and invest in. In this video Chris explains the advantages and details of Health Savigns Accounts.

How the team approach helps you win

It’s not just your advisor looking out for you, but a whole team of professionals. There are many facets to your financial picture and a team with a deep bench helps us cover them all. This quick video can help you learn about the team backing you and your plan.

Leveraging the Right Life Insurance for Your Situation

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Vice President of Insurance, Matt Lewis, to learn more about leveraging the right life insurance for your situation. 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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