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Videos

2017 3rd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor.

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Videos

How to be a Caregiver

Taking care of one’s aging parents can be emotional and expensive. This video provides a checklist on what to do. Read more

Videos

The Power of the Entrepreneur

Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them. Read more

Videos

Life Insurance Protects

Life insurance protects. 70% of those with coverage only have enough to replace 3 ½ years of income. How protected is your family? Read more

Videos

What is a Robo Advisor?

This video makes a vivid case that qualified financial advisors know their clients’ needs and goals far better than any computer program. Professional financial advisors use technology to enhance their expertise, not to replace it. Read more

Videos

College Savings

60% of families don’t have a college savings strategy. Learn what you need to know to get started. Read more

Videos

Risk vs. Reward

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk. Read more

Videos

How We Help Widows

Debbie discusses how we help widows to create a plan for their future, during her interview with Consuelo Mack on the nationally syndicated television show, WealthTrack. Read more

Videos

Financial Planning Considerations for Women

Debbie discusses financial planning considerations for women and how important it is to have a financial road map, during her interview with Consuelo Mack on the nationally syndicated television show, WealthTrack. Read more

Videos

Building a Team in Divorce

Debbie discusses how women should build a team of professionals when facing divorce, during her interview with Consuelo Mack on the nationally syndicated television show, WealthTrack. Read more