Risk management is the name of the game when it comes to successful trading. It’s not just about setting a stop-loss number – it’s about knowing when the structure you’re following becomes invalid. Legendary trader Peter Brandt emphasizes this: technical analysis isn’t just about finding the next big win, it’s about managing risk effectively. His win rate might be around 40%, but his consistent focus on risk management has led to impressive long-term results. It’s a reminder that understanding when to exit is just as important as knowing when to enter. Frank Cappelleri, CFA, CMT #FactsVsFeelings #RiskManagement #TechnicalAnalysis #TradingStrategies #MarketInsights #FinanceTips #Investing #StockMarket 🎧 https://apple.co/3TBXzp7 🎧 https://spoti.fi/4ey44RX 👀 YT https://bit.ly/4evQlLa
Carson Group
Financial Services
Omaha, NE 9,939 followers
Run your business. Grow your business. Love your business.
About us
The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.
- Website
-
http://www.carsongroup.com
External link for Carson Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
Locations
-
Primary
14600 Branch St.
Omaha, NE 68154, US
Employees at Carson Group
-
Dr. Lisa Toppin
Human Resources Executive | Diversity Equity Inclusion | Strategic Leadership | Speaker and Consultant
-
Dirk Carson
Principal @ Carson Group | Creating the Improbable - Fixing the Unfixable
-
Jon Reidenouer
Vice President, Business Consulting at Carson Group
-
Dan Marquis
Highly-accomplished corporate finance, capital markets and strategy professional
Updates
-
Goal of the Live stream is to walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Nate Fisher to discuss his path to partnering with Carson and the ultimate goal of taking over the family business. This week we are coming to you live in Indianapolis at the Oak Street Funding headquarters with Alicia Chandler to talk about the current interest rate environment, financing options for buyers who are looking to explore inorganic growth.
Know Your Worth | Alicia Chandler
www.linkedin.com
-
📊 Navigating market patterns can feel like solving a puzzle – especially when volatility picks up. But there’s a key principle to remember: respect the breakout. Once the market moves through a breakout zone, the target remains valid as long as the support holds. What does that mean for us today? Even with recent pullbacks and volatility, the broader picture is still intact. Smaller bullish patterns are emerging, giving the market time to "back and fill," inching closer to those targets over time. Staying informed and understanding these trends helps us stay ahead in unpredictable markets. 🚀 Frank Cappelleri, CFA, CMT #FactsVsFeelings #MarketInsights #S&P500 #StockMarketTrends #TechnicalAnalysis #MarketPatterns #Investing #FinanceTips #Volatility #Breakout #InvestmentStrategy 🎧 https://apple.co/3TBXzp7 🎧 https://spoti.fi/4ey44RX 👀 YT https://bit.ly/4evQlLa
-
Millennials are looking to achieve financial independence. They’re trying to figure out all the things they should be doing to create that financial independence, security, and protect their family. In our latest Framework episode, we delve deep with Andres Mazabel, Head of Advisor Sales at Trust & Will, on how estate planning is vital for financial independence and family security. 👉 Tune in now to hear all about it: https://bit.ly/47vNZtp #Framework #FinancialIndependence #EstatePlanning #Millennials
-
🚀 Exciting news! We're thrilled to announce our partnership with YCharts! This collaboration empowers our advisors with advanced investment research and proposal generation tools, streamlining processes and enhancing client communications. Together, we’re committed to delivering exceptional value and insights to our clients! Read more: https://bwnews.pr/47ATh7e 💼📈 #CarsonGroup #YCharts #WealthManagement #ClientExperience
-
Carson Group reposted this
📣 The news is out: YCharts is now the go-to platform for Carson Group’s advisor network🚀 We couldn’t be more proud to partner with Carson and equip their advisors with the tools they need to spend less time on routine tasks and more time on what truly matters—strengthening client relationships, winning new business, and driving AUM. Dani Fava, Chief Strategy Officer at Carson Group, shared: “We are thrilled to partner with YCharts to provide our advisor network with the best investment research and proposal tools available.” Discover how our platform helps advisors excel: https://hubs.la/Q02PK_ts0
-
Did you know that almost 50% of clients expect you to assist with estate planning? Learn about strategies to meet and exceed these client expectations around estate planning in our latest Framework episode featuring insights from Andres Mazabel of Trust and Will. Don’t miss out on this crucial conversation about integrating estate planning into your financial services. Learn how to turn this expectation into an opportunity for deeper client engagement and loyalty. 🎧 Tune in now and elevate your practice: https://bit.ly/4erhdvM #Framework #FinancialAdvisors #EstatePlanning #ClientExpectations
-
🚀 Catch our latest Facts vs Feelings episode featuring the one and only Tom Lee of Fundstrat as we celebrate our 100th episode! 🎉 Tom Lee sheds light on the Fed's upcoming rate cuts and the psychology behind market movements. He remarks, "At maximum pain, you know, that's the market bottoming." Are you making the most of these insights? Share your thoughts and let’s discuss how market behavior influences your investment choices! 💬 Don't miss out! Listen today and join the conversation. 🎧 https://apple.co/4dX4bGM 🎧 https://spoti.fi/4d50ehY 👀 YT https://bit.ly/3XG5Xq6 #FactsVsFeelings #MarketTrends #MarketOutlook #FinancialAdvisors
-
Do you have your estate plan in place? This upcoming week on Framework, we're diving deep into this crucial topic with Andres Mazabel from Trust & Will. Discover why addressing mortality isn't just necessary but empowering. Stay tuned for practical insights and learn how to navigate these challenging conversations with your clients. #Framework #EstatePlanning #FinancialAdvisors #TrustAndWill
-
🎧 Exciting news! Our milestone 100th episode of Facts vs Feelings is live! In this special episode, we converse with the brilliant Tom Lee from Fundstrat, diving deep into the Fed's rate cuts and what they mean for the market. As Tom Lee says, "The Fed's got your back, and so that's why I think it's gonna be pretty bullish for the next 12 months." Whether you're bullish or bearish, this episode is packed with insights that can shape your investment strategies. 🧠 Tune in now and let us know your thoughts in the comments! 🎧 https://apple.co/4dX4bGM 🎧 https://spoti.fi/4d50ehY 👀 YT https://bit.ly/3XG5Xq6 #FactsVsFeelings #MarketTrends #MarketOutlook #FinancialAdvisors