In the media

9.23.13 FA-IQ Inheritances Often Come Loaded With Risks

By Chris Latham September 23, 2013

When clients first mention that they expect to receive an inheritance, they rarely have all their facts straight. In fact, their expectations can be seriously wide of the mark. So prudent advisors use that conversation as the jumping-off point for a meticulous planning process. Taxes that may be due on the windfall, potential intra-family squabbles and an urge to splurge are among the important issues advisors should tackle with clients before they see a penny of the money.

Click here for full story

 

 


9.6.13 Our Sports Central- Successful Food Drive

Story about the success of our 26th Annual Client Appreciation Event & Food Drive.  Click here for full story


7.18.13 Wall Street Journal

Wall Street Journal reporter Anya Martin quotes Randy Carver as she  outlines the rise in the use of margin loans for short-term financing by potential home buyers in For Faster Cash, Buyers Live on the Margin. The article, which appeared in the Mansion section of the WSJ on Friday, July 19th, 2013, describes who is using margin debt as short-term financing and some of the reasons why.  Click here for story


11.10.11 Entrepreneur of the Year - story and video

Novermber 10, 2011 story and video appearing in the Lake County News Herald.  Please Click here to see and view 


Community Leadership Awards finalist

September 13, 2011 Carver Financial named as a finalist for the Community Leadership Awards presented by the Invest In Others Foundation. In recognition the Invest in others foundation generously donated $5,000 to the Mentor Rotary Bone Marrow matching program.

Click here for story


5.20.11 News Herald - Doing Well While Doing Good

 click here for story 


3.26.11 - News Herald

Click for story


News Herald - 10.1.10

Financial Advisor Overflows with Optimism - click here for story


Online:

Fox 8 News Cleveland    click for online story - see below under TV for related video

The News Herald

 

forbes.com - multiple appearances

cnbc.com - multiple appearances

The Amazing Life of Randy Carver - Financial Advisor May 2001

 

Radio:

WKCT- Bowling Green KY – The Morning News Show

WTNI  Radio  - The Ken Allen Show

WBNW – Boston – Money Matters show with Paul Hunley

KBZZ AM 1220 – The Bob Garrison Show

The Chuck Harder Show - Talk America Network

WYMO AM/FM radio – The Sporting Nature with Reid Howell,

WSBA Radio – York’s Morning News

WTAM Radio – Wills & Coleman Morning Show

WSRC Radio – ‘You & Your Money’  show
Internet Radio DAER –  Carver Radio Show

T.V.:

Fox 9 - Channel 19 - click to see video

CNBC – Squawk Box with Mark Haines

CnnFn

FOX TV – You Money Matters

News Paper & Print:

On Wall Street Magazine  February 2003 (feature)

News Herald News Paper

New York Times

Cleveland Plain Dealer

Lake County Business Journal

Boston Globe January

Physicians Personal Advisory

Financial Advisor Magazine

Forbes

Registered Rep Magazine
June 2001 (Cover story)

San Antonio Express

Crain's  Cleveland -  March 11, 2002

Entrepreneur Magazine

Speaking Engagements

Sun Life Financial Meeting Boston – 2002

Annual Accredited CLE seminar November

Raymond James National Meeting  1991 – 2010 (annual appearance)

AIG  SunAmerica  Los Angeles National Meeting

Costa Rica Conference -  2003

Lincoln National - Indianapolis


1 2