The Carson Group

We are a team of experienced and competent investment professionals, who believe that principles of accountability and transparency are always the best policy in regards to working with clients. 

It is our responsibility to discover the utility of our client's capital and then implement the most  prudent structures to sustain their wealth over time. The investment approach is intuitive and adaptive rather than fixed and mechanistic.

The great secret for long term investing is to avoid serious losses. Managing market risk is the primary objective of investment management. 

Latest Blog Posts

Harris and Trump on the issues

Harris and Trump on the issues

Sep 12, 2024 | Kelly Bogdanova

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

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Proof point: Financial returns after a post-secondary education have diminished

Proof point: Financial returns after a post-secondary education have diminished

Sep 12, 2024 | Rachel Battaglia and Abbey Xu

The income earned by graduates has lagged tuition growth, particularly in fields such as engineering, architecture, and related sciences.

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