Author archives for Meg Ronspies

    Three Reasons to Consider Active Management

    Blog

    Three Reasons to Consider Active Management

    Published by Brett Carson Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a che …

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    What is goals-based planning?

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    What is goals-based planning?

    The first step to goals-based planning is to sit back, relax and day-dream. Or, break out a bottle of wine and sit with your partner and just talk about what you see your life looking like in the future. Ask yourself, “What is it that I really want?”

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    The Importance of Portfolio Diversification

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    The Importance of Portfolio Diversification

    The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …

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    How to Set up a Trust

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    How to Set up a Trust

    Published by Beth Schanou, Director of Wealth and Estate Planning A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person call …

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    Robo vs. Reality

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    Robo vs. Reality

    Published by Pete Mullen, Relationship Manager Have you ever been in a hurry at the grocery store and decided to use the automated check-out line, instead of waiting the extra minute to get in line and have a human check your groceries out for you? Well, if your experience was anything like …

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    Helping Your Loved Ones with Long Term Care

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    Helping Your Loved Ones with Long Term Care

    Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – esp …

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    Charitable Planning with a Donor-Advised Fund

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    Charitable Planning with a Donor-Advised Fund

    Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of …

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    Did you lock that mortgage rate in? Did you move from stocks to bonds?

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    Did you lock that mortgage rate in? Did you move from stocks to bonds?

    Published by Jason Comes, Wealth Advisor Most voters were caught off-guard last month when President Elect Donald Trump won the election. And yes, many Wall Street firms were wrong about their stock market predictions if Trump won as well. After the initial election night scare, all of the …

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    Conviction: A Portfolio Manager’s Secret Weapon

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    Conviction: A Portfolio Manager’s Secret Weapon

    Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on …

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    President-Elect Trump’s Tax Plan: What We’ll Be Watching

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    President-Elect Trump’s Tax Plan: What We’ll Be Watching

    We’ve heard the candidates’ positions on several issues during the period leading up to the 2016 Election, and with his win Tuesday night, we’ll be keeping a keen eye on whether President-Elect Trump makes progress on his proposals, especially considering the GOP maintained its majority in …

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