472 Search Results for:

  • Beth Schanou

    Posted on June 19, 2015

    About Beth Beth works with clients to chart a course toward meeting their goals through holistic wealth planning, assists with implementation and monitors the progress. She provides additional focus on generational wealth transfer and legacy planning working closely with families, their estate planning attorney and other trusted advisors. Beth joined Carson Wealth in 2005 after practicing law in Overland Park, Kansas with an estate planning concentration. Her Juris Doctor degree was earned with a certificate in taxation from the University of Kansas. She received a Bachelor of Science in Business Administration with an emphasis in Accounting from the University of...read the full article

    Read more
  • Jake Bleicher

    Posted on June 19, 2015

    About Jake As an Equity Analyst, Jake plays a key role in researching companies to identify potential investment holdings. Prior to joining Carson Wealth, Jake worked as a Financial Analyst at SilverStone Group, Inc. He earned his BS degree in Chemistry and MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charterholder. He enjoys fishing, reading, horticulture (specifically Orchids), coral reef husbandry, and cooking in his spare time. Favorite food: Cheeseburgers & Tacos Best piece of financial advice received: Save, save, save Favorite quote: “You must be the change...read the full article

    Read more
  • Write Income

    Posted on June 19, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Generating Potential Income in a Low Interest Rate World Write Income is solely focused on generating a high single-digit to low double-digit yield. The strategy is comprised of the SPDR S&P 500 ETF and derivatives strategies to drive income. Options are...read the full article

    Read more
  • Perennial Growth

    Posted on June 19, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Finding Opportunities in a Low-Growth Environment Similar to LongTerm Trend, Perennial Growth is a growth strategy for those with a longer time horizon. However, rather than investing in large companies, Perennial Growth invests in small or midsized companies with significant growth...read the full article

    Read more
  • LongTerm Trend

    Posted on June 19, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Buying for the Long-Term For investors looking for growth and have longer time horizons, LongTerm Trend may be a strategy to consider. This strategy invests in large companies deemed undervalued with significant growth potential over 3-5 years.

    Read more
  • Global Horizons

    Posted on June 19, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Expanding Investment Horizons Global Horizons invests in companies around the world who generate the majority of their growth from foreign markets.

    Read more
  • Focused Energy

    Posted on June 19, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Growth from Unconventional Energy The Focused Energy strategy invests in alternative energy sources such as shale drilling, off shore drilling, natural gas and other nontraditional energy sources.

    Read more
  • Advance & Protect

    Posted on June 19, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Focusing on Protection of Irreplaceable Capital For those who are more concerned with protecting assets and minimizing their potential losses, Advance & Protect is a good strategy to consider. As the markets go down, Advance & Protect seeks to limit the...read the full article

    Read more
  • All Seasons Tactical

    Posted on June 18, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Strategically Navigating Market Volatility As the markets move up and down, All Seasons Tactical is designed to navigate these changes. This strategy attempts to invest in stocks and bonds that are moving up while avoiding those going down.

    Read more
  • Day Hagan Tactical Dividend

    Posted on June 18, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Tactically Investing in Dividend Stocks in an Attempt to Minimize Risk The Day Hagan Tactical Dividend strategy actively seeks companies that generate income for shareholders (in the form of dividends) while also providing long-term growth opportunities.

    Read more