Videos

Filter Video by:

Videos

2017 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

Videos

The Wealth Designed Life Defined Investment Experience

Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process. This unique investment experience provides a clear understanding of how our methodology can help you pursue a higher purpose for your wealth. Read more

Videos

Is Your Advisor A Fiduciary?

A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary. Read more

2017 Q2 Market Outlook Video

Videos

2017 2nd 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

White Ember – Why

Watch this video to learn about our firm’s founding and how we grew to where we are today. Read more

3 Reasons To Consider Long-Term Care Coverage

Videos

3 Reasons To Consider Long-Term Care Coverage

Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help. Read more

Videos

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 learn 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

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

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.
Read more