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. “Large, random capital gains distributions have been one of the largest downsides to investing in mutual funds in taxable accounts over the years,” Murphy said. “This has also been one of the many reasons why ETFs have found so much popularity. With this new structure, we are likely to see less surprises from mutual funds reporting meaningful annual capital gains distributions. Perhaps creating a boost in demand for mutual fund share classes.” “Carson Group’s growth strategy is rooted in partnering with advisors like Neil and Greg, who share our relentless focus on delivering extraordinary client experiences, then equipping them with the resources, technology and back-office infrastructure to deepen relationships and build lasting legacies,” said Gregg Johnson, Carson Group National Sales Director. “Mark McCallum and his team are a prime example of what’s possible when a Carson office leverages these tools—they’ve built impressive organic growth, strengthened their bench and established themselves as a market leader in the greater Chicago area. Welcoming Greg and Neil into that momentum is a natural next step, and we are proud to support their continued success.” Amid global equity rotations, Carson Wealth Management observes emerging market ETF strength, with MSCI EM index up 5.1% year-to-date.