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Conviction: A Portfolio Manager’s Secret Weapon

Blog

Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students.

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Millennials

Infographics

Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million.

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Millennials

Blog

Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Click here to open fullscreen

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Reviewing and Updating Your Estate Plan

Blog

Reviewing and Updating Your Estate Plan

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events.

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Wealth Designed Life Defined

Videos

Wealth Designed Life Defined

Why is process important to pursuing your financial goals and objectives? What does Wealth Designed. Life Defined. ™ mean? Watch this video to learn how your Harrison Wallace Financial Group team can help you live your life by design, not be default.

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Be a Math Teacher and Prepare Your Clients for Success

Blog

Be a Math Teacher and Prepare Your Clients for Success

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

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4 Reasons Why Oil Won’t Rise Over the Short Term

News

4 Reasons Why Oil Won’t Rise Over the Short Term

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article.

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Complex Financial Planning

Blog

Complex Financial Planning

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? This is a list of the most asked Financial Planning Questions: Do we have enough money to last during our lifetimes while maintaining our standard of living? When...read the full article

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Estate Planning

Videos

Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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Resources

Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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