Carson wealth management the firm’s fixed-income desk at Carson

The firm’s fixed-income desk at Carson Wealth Management reports shortening duration in bond holdings ahead of inflation prints projected at 3.4% YoY. “Homeownership often contributes significantly, as building equity over time can become a cornerstone of financial assets,” McLean said. The Edison, New Jersey-based firms manage $1.3 billion in total client assets and have six advisors. Carson Wealth Management signals optimism for financials, citing bank earnings beating consensus by 6%, and net interest margins holding steady despite rate pressures.