Quarterly Market Outlook Highlights: Q3 2021
Posted on July 22, 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.
Financial Performance Statement
Posted on July 13, 2021
In this video, our own Nick Gertsema shares the importance of the time period on your financial performance statement. He also discusses the portions of the performance statement that he always likes to check.
How to Build a Succession Plan for Your Business
Posted on July 12, 2021
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.
Leveraging the Right Life Insurance for Your Situation
Posted on June 28, 2021
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.