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Building Wealth to Managing Wealth

Published by Mark Ring

You Did It!

You Worked Hard!

You Managed your Spending!

You Built Yourself a Nice Portfolio!

What Now?

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Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more

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Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

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Do You Have a Retirement Plan?

Published by Ryan Cooley

Following an understandable, manageable and disciplined approach to planning can alleviate certain financial stressors and afford you peace of mind. Most people don’t realize their cash flow needs to change as they progress through retirement.

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Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more

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Eclipse Planning

Published by Mark Petersen and the Carson Institutional Alliance Investment Committee

One in 256,481,280. No, I am not calculating the odds of winning the Powerball Lottery. This is the number of 50 square foot sections to view Totality for the 2017 Solar Eclipse in the state of Nebraska. So many choices! How does one decide? Let’s briefly review the thought process: Read more

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A Bull Market is Not an Investment Strategy!

Published by Mark Ring

It is often said, “history repeats itself.” There is no better cliché to use when discussing the stock market. As of late, it has been fun to check your statements. It seems the market continues marching upward, despite any worries we may feel. The market “herd” is gathering a little steam. You can feel it when you watch the financial shows or talk to friends. Read more

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Fees or Foes

Published by Scott Kubie

Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment. Read more

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How to Avoid the Top 3 Financial Fears in Retirement

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more

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Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more