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How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to leran how a trusted financial advisor can help. Read more

Videos

2017 1st Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Videos

Margin Compressions: Investment News Interview

Watch the video below to see Douglas Fluke share his opinions on industry changes and his goals for partnering with clients.

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Videos

2016 4th Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Videos

Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

Videos

Diversified Tactical

Watch this video to learn about the Diversified Tactical Strategy. Read more

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All Seasons

Check out this video to learn about this strategy. Read more

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Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan. Read more

Videos

Is Your Advisor a Fiduciary?

Why is full transparency important to success? What costs will you ultimately be paying? Watch this video to learn how our team will sit on the same side of the table as you and make decisions that are in your best interest. Read more

Videos

2016 3rd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more