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  • Vishnu Lekraj

    Posted on December 22, 2020

    Meet Vishnu   Vishnu is the Portfolio Manager for Carson Group’s large cap growth strategy, Mission Opportunity. The strategy seeks to own companies that exhibit high-quality growth characteristics and have the potential for material equity upside. Prior to joining Carson, Vishnu was a Senior Equity Analyst with Morningstar Research Services for over a decade. He was responsible for researching an assigned list of companies in order to provide institutional clients with investment insights and recommendations. Vishnu holds both a master’s and bachelor’s degree in finance from the University of Florida, where he graduated summa cum laude. He is also a...read the full article

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  • How to Make Sense of Retirement and Estate Finance

    Posted on December 22, 2020

    Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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  • Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

    Posted on December 21, 2020

    The economic slowdown continues. Initial jobless claims climbed 885,000 last week. In the face of additional restrictions and heightened health risks, consumers have scaled back activity. Retail and food service sales dipped 1.1% last month (Figure 1).

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  • CheckMate – Core Values pt. 3 – Kingdom Focused

    Posted on December 17, 2020

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  • Market Commentary: First Vaccines Roll Out as Unemployment Claims Remain High

    Posted on December 14, 2020

    Initial jobless claims reached an 11-week high based on data reported last week. More than 850,000 workers filed initial unemployment claims (Figure 1). While processing delays around the Thanksgiving holiday affected the data, even after adjusting for the break it appears the economic lull continues.

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  • Estate Planning for the Family Farm and Your Legacy

    Posted on December 9, 2020

    As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land between the kids – can be one of the most complex parts of the journey.

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  • Year-End Tax Planning in 2020

    Posted on December 7, 2020

    Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan.  Click Here to Watch the Webinar

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  • Year-End Tax Planning in 2020

    Posted on December 7, 2020

    Year-End Tax Planning in 2020 Most of us won’t miss 2020. From a global pandemic to a contentious election to economic uncertainty, this year has left many of us disoriented at one point or another.   Making clear plans is all the more important in uncertain times, so we put together a webinar on year-end tax planning to lend clarity to the picture. Our host, Jamie Hopkins, is the Director of Retirement Research at Carson and a nationally-recognized voice in financial planning. During this on-demand webinar, he goes over:   ‣   Itemized vs. Standard Deductions – How to make the most...read the full article

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  • Year-End Tax Planning in 2020 [Video]

    Posted on December 7, 2020

    Year-End Tax Planning in 2020 From a global pandemic to a contentious election to economic uncertainty, this year has left many of us disoriented at one point or another.  Join Jamie Hopkins, Director of Retirement Research at Carson, as he discusses year-end tax planning for 2020.    Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Market Commentary: S&P 500 Gains Nearly 11% Last Month After Promising Vaccine News

    Posted on December 7, 2020

    November turned out to be a month full of news. A surge of COVID-19 cases, the presidential election, vaccine announcements, and slowing economic growth all moved markets. The November employment report provided additional evidence economic growth is decelerating. The economy generated 245,000 new jobs, missing expectations of 463,000 (Figure 1). Unemployment inched lower to 6.7% supported by the slow job growth and more people leaving the labor force.

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