The world of wine investment is often seen as an exclusive realm accessible to the affluent and connoisseurs. This perception is changing, thanks in part to Anthony Zhang, the co-founder and CEO of Vinovest. Vinovest is a revolutionary platform committed to democratizing wine investment by …
Tax season is upon us! Watch our webinar: Tips from a Tax Preparer – Best Practices for the Upcoming Tax Season with Carson Group’s Director of Tax Planning Mike Valenti and Senior Wealth Planner Tom Fridrich, now available on-demand.
Nzinga “Zing” Shaw is the first Senior Vice President and Global Chief Impact Officer of Velocity Global. She currently oversees their four centers of excellence: DEI, ESG, Community Engagement, and Philanthropy. Zing is an experienced C-suite executive with extensive hands-on experience an …
As poor as last year was for investors, 2023 has fortunately been a near mirror image. Stocks and bonds have both made solid gains to kick off the new year. The economy is in better shape than most expected, and overall inflation is also coming down, making a very nice combo.
The following topics are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you. Download the checklist today to get started.
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
Ryan Vesce graduated from Cornell University in 2004 and went on to play 14 years professionally—over 700 games—across the NHL, AHL, KHL, and Europe. He is well known for his leadership, mental toughness, work ethic, and tireless drive to improve his game. Ryan had access to advanced healin …
