Carson Group

With 2025 coming to a close, it’s time for advisors and clients to talk about tax-optimization, and Trump Accounts taking effect in 2026 remain a question mark for many. Our Chief Tax Strategist Debra Taylor CPA/PFS™️, JD, CDFA®️ latest piece for Barron's addresses how advisors can cut through the noise to help navigate these questions as part of a holistic tax strategy. Check out the full piece https://bit.ly/43NR3AL

Markets surged during the shutdown… then reversed sharply once it ended. Ryan Detrick, CMT, and Sonu Varghese, Ph.D., break down what really sparked the move and why the Fed’s tone shift may be the bigger story. Catch the full episode here: 🎧 Spotify: https://bit.ly/4a08gdV 🔊 Apple: https://apple.co/4iuKFEJ 🎥 YouTube: https://bit.ly/44bMCQe #MarketVolatility #MacroStrategy #FederalReserve #WealthManagement #FactsVsFeelings

What’s your 3-, 5-, and 10-year plan? In this month’s Know Your Worth, Carson's Michael Belluomini and Michael Wieger, JD explore with Lisa VanArsdale the realities of succession planning—especially for fast-growing firms and the next generation of leaders. When growth comes quickly, having successors ready becomes a challenge that many advisors underestimate. The lesson? Sustainable practices require intentional planning and the right people in the right seats. 👉 See the full conversation https://bit.ly/4oexmti #KnowYourWorth #RIA #AdvisorGrowth

We’re thrilled to welcome Total Wealth Planning, LLC — a $1.45 billion firm with offices across Ohio and Indiana — to the Carson Wealth community. Led by Rob Lemmons, Rob Siegmann and Dave Wilder, CFP, MST, CTFA, CEPA, AIF, this exceptional team has built a legacy of trust, innovation and relationships that span generations. As our largest acquisition to date, this partnership caps a record-breaking year of growth and reflects Carson’s continued momentum. We’re expanding into key markets with exceptional talent, deepening our bench of next-generation advisors and strengthening our position as the destination of choice for entrepreneurial advisors who want to grow intentionally and serve families at a higher level. Every new partnership makes our advisor community stronger and helps us deliver on our mission to elevate the standard of advice across the profession. Welcome to Carson Wealth, Total Wealth Planning — we’re stronger together. Learn more about this partnership: https://bit.ly/4r5xePd

The future of wealth management belongs to firms that build intentional pipelines of next-generation talent. Carson Group’s new Advisor Mentorship Program does exactly that — pairing proven leaders with emerging advisors to accelerate development and deepen connection. Thank you, ThinkAdvisor, for covering our new program. Learn how this initiative supports our vision to elevate the standard of advice across generations: https://bit.ly/3LPS7xE

The market may feel choppy, but the bigger story is strength. In this Facts vs. Feelings short, Ryan Detrick, CMT, breaks down why recent volatility doesn’t change the bull market’s trajectory — and how earnings and margins are still driving it forward. Hear more insights from Ryan and Sonu Varghese, Ph.D., in the full episode: 🎧 Spotify: https://bit.ly/3LWInSg 🔊 Apple Podcasts: https://apple.co/4hZXhmT 🎥 YouTube: https://bit.ly/489Ds9f #FactsVsFeelings #MarketOutlook #BullMarket #CarsonGroup #Investing

On the next episode of Know Your Worth, Carson’s Michael Belluomini and Michael Wieger, JD will be joined by Lisa VanArsdale, VP of Advisor Development at Carson Group for a wide-ranging conversation on trends shaping today’s advisory landscape. Join us for insights, practical perspective, and real talk with industry peers. Live on November 13 at 11am Central.

⏰ Only a few days left to save your spot. Advisors who want to win more high and ultra-high-net-worth clients — without overhauling their business or becoming tax or estate experts — won’t want to miss this. Join Carson’s Private Client team for Unlocking the HNW & UHNW Markets: Winning Strategies for Growth-Minded Advisors, happening November 18 at 12 p.m. CT. 🎯 In this session, you’ll learn how to: • Identify HNW and UHNW opportunities already in your book • Build stronger COI partnerships that lead to referrals • Deliver deeper value to affluent clients without added complexity • Leverage Carson’s planning resources to grow with confidence Featuring Heather Zack JD, LLM, MSFP, CAP®, and David Haughton, JD, CPWA® — both formerly of Commonwealth — who bring decades of experience helping advisors serve the complex needs of affluent clients. 💡 Bonus: Attendees get access to Carson’s High-Net-Worth Discovery Questionnaire to spark more meaningful client conversations and uncover new opportunities. Register here ➡️ https://bit.ly/4nTcasz

Estate planning can do more than add value — it can open new ways to grow your business. Some firms include it in their planning fees. Others charge a flat rate or offer it as a premium tier. There’s no one right model — just what fits your clients, compliance comfort, and service approach. This Kitces article, co-authored by Carson’s David Haughton, JD, CPWA®, VP, Estate Planning, explores how advisors are building estate planning into their client experience and pricing it responsibly. https://bit.ly/43gpcc4 #EstatePlanning #FinancialAdvisors #WealthManagement #AdvisorInsights

Both sides blinked — and that might be exactly what global markets needed. The latest U.S.–China de-escalation isn’t a sweeping deal, but it’s an important trust-building step that could reduce volatility heading into 2026. Sonu Varghese, Ph.D., VP & Global Macro Strategist, explains how actions like resumed soybean purchases and relaxed export controls are helping rebuild confidence after months of friction. When small steps replace escalation, investors can start focusing again on fundamentals — growth, earnings, and momentum. 🎧 Watch the full Facts vs. Feelings conversation with Ryan Detrick, CMT and Sonu Varghese on how cooling trade tensions fit into the broader market outlook: 🎥 YouTube: https://bit.ly/3JvNGHJ 🎧 Spotify: https://bit.ly/47XQXJ0 🔊 Apple Podcasts: https://apple.co/4qEqp6Z #GlobalMarkets #Investing #Economy #TradeTensions #FactsVsFeelings