As many have seen, an executive order has come down to delay and potentially completely cut off the Fiduciary Rule put in place by the Department of Labor. Carl Carlson joined Heather Sullivan of WWBT NBC Richmond to discuss what Read more »
We thank you all so much for joining us at the Bolling Haxall House. It was a wonderful evening for us and we hope you enjoyed the festivities and wisdom passed out. Our Read more »
We look forward to hosting the 2017 Wine & Wisdom at the Haxall House in Downtown Richmond, Virginia. Just like past presidents who have spoken here, we are confident it will be an entertaining and memorable evening. There is designated Read more »
Thank you all so much for joining us for our Wine & Wisdom event at the Independence Golf Club on January 13th. Below are the pictures and we hope you enjoy them. Our BIG ANNOUNCEMENT for those who weren’t able to Read more »
We look forward to seeing everyone at our January Wine & Wisdom. Watch the video below from Carl as he talks about the event and how he is excited to share our HUGE ANNOUNCEMENT with you all on January 13th Read more »
Carl joined Ralph Hipp on WIBW-TV’s live news program at 4:30 to talk about how the post market reaction has been largely positive and how to position yourself in both high and low tides in the market.
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After missing his typical appearance on Ralph Hipp’s 4PM newscast due to a tornado in the WIBW viewing area, Carl rejoined Ralph to take a look at why so many times people are offered a 529 plan for their kids Read more »
Carl joined the live newscast to discuss why 529 plans are not generally the best option for those looking to save money for their kids or their grandchildren. Watch the video below Read more »
With the election less than 2 months away, Carl weighs in on what he is seeing from the candidates and what it could mean for the markets. Also, Ralph talks with Carl about what people should be doing if they Read more »
Carl stopped in to WIBW TV to discuss the nature of the markets in September including the high levels of volatility that the market has seen the past 2 weeks. Watch the Read more »
The Brownstone served as an excellent venue for our Semi-Annual State of The Economy. We hope you all had a wonderful time. Don’t forget to join us for our
On Thursday, September 14th from 4:00 to 6:00 PM we will hold our grand opening at our new Topeka, Kansas office. We’d love for you all to stop by. The
Virginia Office: 5207 Hickory Park Drive, Glen Allen, VA 23059
Kansas Home Office: 1201 SW Oakley Avenue, Topeka, KS 66604
