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2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Trade Talks: Fiduciary Clarity & Responsibility

What’s the difference Between registered investment advisers, brokers and financial consultants? Find out as Irv Rosenzweig, President & Director of Investment and Strategic Initiatives of RZ Wealth and Blaine Aikin, Executive Chairman of Fi360 & CEFEX, join Jill Malandrino at the MarketSite. Read more

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TradeTalks: Can Multiple Strategies Co-Exist for RIAs?

Irv Rosenzweig, a Barron’s Top Financial Advisor & President of RZ Wealth, and Marc Chaikin, Founder of Chaikin Analytics, join Jill Malandrino, Global Markets Reporter of NASDAQ-TV to discuss the robust analytic tools that are available for Registered Investment Advisors (RIAs) and why incorporating multiple strategies makes a more complete business. Read more

Market-Update

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5 Tips to Survive a Market Downturn

Check out this video for 5 tips to survive a market downturn. Read more

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TradeTalks: Top 5 Tips for Getting Started With ETFs

“Green & Glorious” and celebrating a Philadelphia Eagles Super Bowl win the night before. The discussion focuses on the explosive growth of Exchange Traded Funds (ETFs) that opened the door for retail investors. Irv Rosenzweig, a Barron’s Top Financial Advisor President of RZ Wealth, joins Jill Malandrino, Global Markets Reporter of NASDAQ-TV to share his best practices for investing with ETFs. Read more

Videos

TradeTalks: ETF Best Practices for RIAs

Irv Rosenzweig, a Barron’s Top Financial Advisor & President of RZ Wealth joins Global Markets Reporter of NASDAQ-TV, Jill Malandrino from Inside ETFs in Hollywood, Florida. Read more

Videos

2018 1st Quarter Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Videos

TradeTalks: The Gift of Giving!

Find out the best practices for making “strategic and meaningful donations to your favorite charities. Some key tips and vital considerations in estate planning regarding how to position assets and minimizing tax liability to beneficiaries through effective estate planning with Irv Rosenzweig, a Barron’s Top Financial Advisor & President of RZ Wealth, and Jill Malandrino, Global Markets Reporter of NASDAQ-TV. Read more

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TradeTalks: Cryptocurrency and Blockchain

What is the difference between Blockchain and Bitcoin as an investment? What are the other types and uses of cryptocurrency and how innovative is Blockchain in regard to business and finance in the future. Also, with the holidays approaching, can you use Bitcoin for shopping? Read more

Videos

TradeTalks: Retirement Income Strategies & Social Security

Retirement planning requires specialized strategies compared to other types of investing. Wade Pfau, Director of Retirement Research at McLean Asset Management, and Irv Rosenzweig, a Barron’s Top Financial Advisor & President of RZ Wealth, join Jill Malandrino at the NASDAQ MarketSite to provide insight and tips for client awareness, investing for success in retirement and what to look for in an advisor and the importance of choosing a Registered Investment Adviser Bound (RIA) bound to fiduciary standards. Read more