Videos

Quarterly Market Outlook Highlights: Q2 2021

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

Quarterly Market Outlook – Q2 2021

Carson’s Senior Investment Strategist Scott Kubie hosts our quarterly market outlook webinar for the second quarter of 2021.

Videos

Getting the Most Out of Your College Savings Plan

Carson’s Senior Wealth Planner Beth Schanou and Managing Partner of Wealth Solutions Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar

Videos

Getting the Most Out of Your Retirement Savings

Watch the on-demand webinar, hosted by Carson’s Director of Retirement Research Jamie Hopkins and Financial Planning Administrator Michael Gruidel, to learn how to get the most out of your retirement savings. Click Here to Watch the Webinar

Videos

Maximizing a Retirement Plan as a Small Business Owner

Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes.

Videos

Ways to Reduce Your Taxes Before You File This Year

You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year.

Videos

2021 Forecast with Scott Kubie

Our team met with Carson’s Scott Kubie, Senior Investment Strategist to discuss the outlook for 2021. Watch the webinar here!

Videos

What You Need to Know for the Upcoming Tax Season

Jamie Hopkins, Director of Retirement Research at Carson, and Senior Wealth Planner, Krista Thompson, break down how the right tax planning process can help you during tax season.

Videos

How the Biden Administration Could Impact Retirement and Tax Planning

Jamie Hopkins, Director of Retirement Research at Carson, offers insight as our country navigates changes after the inauguration.

Videos

Quarterly Market Outlook: Q1 2021

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.