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  • Market Commentary: A Muddled Economic Picture, Volatile Markets and Rising Inflation

    Posted on May 17, 2021

     The U.S. economic picture is looking more muddled than expected. The Consumer Price Index rose 0.8% last week. Used automobile prices rose quickly in response to the semiconductor shortage limiting new car production and demographic trends boosting demand. Retail sales were expected to bui …

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  • How Life Insurance Should Fit Into Your Financial Plan

    Posted on May 14, 2021

    Watch this webinar hosted by Carson’s Director of Retirement Research Jamie Hopkins and Vice President of Insurance Matt Lewis to learn more about how life insurance should fit into your financial plan. Click Here to Watch the Webinar

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  • Greg DeGennaro

    Posted on May 13, 2021

    About Greg As a client portfolio manager, Gregory researches and builds investment models based on analysis, combining years of financial services and customer relationship work. He has more than 10 years of experience in financial services, working on the sales desks at PIMCO and  Prudential Annuities. While at PIMCO, he also worked on the Portfolio …

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  • Does Your Financial Advisor’s Age Matter?

    Posted on May 11, 2021

    By Mike Gertsema, CEO and Wealth Advisor A major part of the advisory journey is making contingency plans for “life moments,” such as retirement, stock market crashes, disability events, health issues, premature death, income reductions, job losses, tax law changes, Social Security timing a …

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  • Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

    Posted on May 10, 2021

     The U.S. job market added only 266,000 jobs in April, missing expectations of nearly 1 million. March’s gain of more than 900,000 new jobs was revised down to 770,000. The data show the U.S. job market slowed rather than accelerated in April. The leisure and hospitality industry experience …

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  • What You Need to Know About Insurance

    Posted on May 7, 2021

    We put together a fact sheet “What You Need to Know About Insurance” to help you determine if you have the right insurance coverage for your and your family’s needs. We’ll look at life insurance, homeowner’s insurance, medical insurance and more to help answer your questions: What is it? Wh …

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  • Managing Your Wealth with Life Insurance through Life Stages

    Posted on May 6, 2021

    Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.

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  • Cristina Wiebelt-Smith

    Posted on May 5, 2021

    Meet Cristina   Cristina was born in California but spent most of her life in Oklahoma City until she and her family moved to St. Joseph, MO in 2012. Cristina holds a Bachelor’s and Master’s degree in Accounting with an emphasis in tax from Oklahoma State University. Cristina started her career in the tax department …

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  • Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

    Posted on May 3, 2021

     U.S. GDP surged an annualized 6.4% in the first quarter (Figure 1). Two rounds of government stimulus helped the economy climb within 0.9% of its all-time high. If expected growth is included, the economy remains 3.7% below pre-COVID trends. Personal income jumped 21.1% from February as a …

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  • How to Fit the Kids’ College into Your Financial Plan

    Posted on April 29, 2021

    There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

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