Videos

Understanding the Market Situation and the Opportunities Ahead

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

Videos

Managing the Ups and Downs of the Market – And Your Emotions

Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar

Videos

Quarterly Market Outlook: Q1 2020

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.

Videos

Client Experience

Videos

What questions should you be asking your financial advisor?

Here are a few tips and questions to ask your financial advisor when you are trying to determine if they are the right fit for you.

Videos

How much do I need to Retire?

How much do you need? There are many factors that play into what that number may be. Contact us if you would like to learn what your number may be.

Videos

What does a financial planner do?

A lot of people wonder what exactly a financial planner can do for them. Here is a couple of the ways we work with our clients. Contact us if you would like to learn more.

Videos

The importance of setting goals

Why is it so important for people to set goals? Goals can help to be your roadmap and much more. Contact us if you would like to work on goal setting.

Videos

Why I became a financial advisor

What is it that drives you to do what you do? Brennen explains why he decided to get into the industry he did. Contact us if you would like to learn more about what we do.

Videos

Quarterly Market Outlook: Q4 2019

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.