Do I Need a Financial Advisor? How to Know What You Need Now

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group     Do I need a financial advisor? Given what I do for a living, I get this question a lot. I may be biased, but I think almost everyone would benefit from some kind of advice for their money. …

What Do Financial Advisor Designations Mean? What Are the Letters After a Name?

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research  We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments.  I could say “Tammy, a CLU an …

Talking to Your Financial Advisor During Market Volatility

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new. 

Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

5 Questions to Ask a Financial Professional

Have you wondered what you could gain by working with a financial professional? Many people consider working with an advisor when their finances have reached a certain point of complexity – they want someone else to step in to evaluate their situation and weigh in on what’s next.

Qualities to Look for in a Financial Advisor

Deciding on the appropriate financial advisor is critical to one’s financial success. But, which qualities would you like to see in your financial advisor? Read our blog to see what we feel are the most important qualities to consider when selecting a financial advisor.

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