Neal McGrath, AIF

07/17/2026

Building wealth is one thing. Building wealth that lasts for generations is another.

We teamed up with Gabby from Morella & Associates and one of our Wealth Advisors, Nicole, to discuss what generational wealth truly means and the intentional decisions families can make today to create opportunities for tomorrow.

From passing down values alongside assets to creating a long-term financial strategy, this conversation is full of practical insights for anyone thinking beyond the next paycheck.

Watch the reel and let us know, what does generational wealth mean to you?

07/17/2026

Every advisor has a reason they chose this profession. Here is James’s.

For James, helping people make confident financial decisions has always been about more than managing investments. It is about helping families and business owners prepare for life’s biggest transitions.

One of the most significant milestones a business owner can face is the sale of their business. In this video, James shares what inspired him to become a financial advisor and why he is passionate about helping business owners navigate the financial, tax, and lifestyle decisions that come with selling a business.

Whether you are years away from a sale or just beginning to think about your exit strategy, planning today can help you make the most of tomorrow.

Watch James’s story below.

07/16/2026

What you see at our events is only part of the story.

Behind every successful event is a team dedicated to making sure every detail is ready before our guests arrive.

From assembling materials and organizing binders to checking every last detail, we love preparing for opportunities to connect, educate, and serve our clients.

It may not always be glamorous, but it is one of the many ways we show our commitment to delivering a great experience from start to finish.

We cannot wait to welcome everyone!

07/16/2026

World Cup season is here and we are READY! ⚽🏆
Our very own John McGowan and his son are geared up and cheering on the action. There's nothing quite like watching the World Cup with your favorite people by your side. 🙌
Who are you rooting for this World Cup? Drop it in the comments! 👇

07/14/2026

If the first half of 2026 taught us anything, it's this:
The thing everyone was worried about? Rarely the thing that actually matters. 📊
Here's a quick recap of what actually drove markets in the first half — straight from the Carson Investment Research team:
✅ S&P 500 up 10.2% despite a war, an oil spike, and a 9% pullback
✅ AI is now driving returns in small caps AND value stocks — not just Big Tech
✅ Oil crashed back down but inflation didn't — the market sees a bigger problem
✅ Software stocks broke their decade-long relationship with the broader market
The investors who stayed calm and stayed invested? They captured all of it.
Full article + charts linked below. Worth a read heading into the second half. 👇
🔗 https://www.carsonwealth.com/insights/blog/market-commentary-top-charts-from-the-first-half-and-why-the-ai-wave-is-everywhere/?utm_source=sfmc&utm_medium=email&utm_campaign=weekly-market-commentary

See Carson's top first-half 2026 charts on stocks, inflation, AI trends, and why the AI wave is driving returns everywhere.

07/09/2026

Great conversations happen when professionals come together to share ideas.

Recently, Brad, James, and John had the opportunity to present at RSM's Pittsburgh office, where they discussed advanced tax strategies and how thoughtful planning can help clients make more informed financial decisions.

Thank you to the RSM team for hosting us and for the engaging discussion. We appreciate the opportunity to collaborate with fellow professionals who are committed to delivering value for their clients.

We look forward to continuing these conversations and helping clients navigate the complexities of tax and wealth planning together.

07/08/2026

❤️🤍💙 We hope everyone had a wonderful Fourth of July weekend!

Our team spent the holiday making the most of summer in different ways. Nicole's family cheered on Kevin as he completed the Freedom 5K at historic Bosse Field in Evansville, Indiana—the filming location for the home games and World Series scenes in the 1992 classic A League of Their Own. After the race, they enjoyed quality time with family (and a few furry friends!).

Meanwhile, Madelyn spent the weekend at Deep Creek Lake, Maryland, taking on a ropes course, ziplining through the trees, and enjoying plenty of time out on the water.

Whether your holiday was filled with adventure, family traditions, or simply a chance to relax, we hope you had an opportunity to recharge and make lasting memories.

Now we'd love to hear from you! How did you spend your Fourth of July weekend? Share your favorite moment in the comments below! 🇺🇸☀️

07/07/2026

Every financial plan has a story behind it. ❤️

For Martha and Kevin, financial planning isn't just about investments—it's about having confidence in the future and knowing they have a trusted team helping them navigate every stage of life.

We're honored they chose to share their experience and what working with Carson Wealth has meant to their family.

Your financial journey is unique, and having the right guidance can make all the difference.

Watch their story and hear, in their own words, why having a plan matters.

If you're ready to build a financial strategy that supports your goals today and tomorrow, we're here to help.

07/01/2026

A family field trip to the Pittsburgh Zoo! 🦁🐘
Brad and his family spent the day exploring the zoo this weekend, and the littlest member of the crew could not get enough of the animals. 🐾
Some of the best days are the simple ones. 💛

06/30/2026

Mt. Washington — "The iconic skyline view"
Point State Park — "Free, and right at the fountain"
North Shore — "Riverside views"
Gateway Clipper — "Watch from the water"
"Fireworks start at 9:35 PM — six barges, all 3 rivers, plus a drone show before it all begins ✨"