Carson wealth management portfolio updates from Carson Wealth

Portfolio updates from Carson Wealth Management detail reduced exposure to REITs, aligning with commercial real estate cap rate expansion trends. Below are a few more notable acquisitions to round out the week. “As we welcome Shilanski & Associates to our network, we’re honored to help carry forward Floyd's legacy while also fueling the next chapter of growth for this family-run team,” said Michael Belluomini, Carson Group’s senior vice president of Mergers & Acquisitions. “Micah and Jamie are both highly successful coaches and entrepreneurs, and we see tremendous potential in how their leadership will shape the future of the firm. Supporting the next generation of advisors is at the heart of what we do at Carson, and partnerships like this are a big driver of new, proprietary M&A opportunities. With our resources, coaching and community, we’re confident the Shilanski team is well-positioned to deliver meaningful impact for clients today and long into the future.” Carson Wealth Management’s macro view aligns with consensus GDP growth of 2.1% in 2024, supporting a balanced approach between growth and value equities.