Tim Carlin, V Wealth

We work with corporate executives, business owners, guiding families with multi-generational wealth Let’s talk – my office can be reached at 913-827-4624.

For you as a business owner, often the bulk of your net worth is in your business. Its value is what you depend on monetizing to develop a lifetime income stream and create or preserve a legacy. Monetizing the value of your business - and the time and effort it has taken to make it a successful company - is not a quick, simple or easy process. Whether you are selling the business to company inside

12/22/2021

With the middle of an economic cycle approaching, LPL Research discusses why the chances of another good year for stocks in 2022 are high.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_12202021.pdf

12/15/2021

From supply chains to productivity gains, LPL Research discusses their economic outlook for 2022.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_12132021.pdf

11/24/2021

From the stock market to the economy, there are many reasons to be thankful this year.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_11222021.pdf

11/17/2021

LPL Research looks at five signs to watch for that may signal that inflation may be at its peak.https://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_11152021.pdf

11/10/2021

Markets may be on the cusp of another rotation to value as global growth picks up, but we still favor the U.S. in 2022.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_11082021.pdf

11/03/2021

LPL Research faces five culprits that could potentially scare markets in the near-term.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_11012021.pdf

10/27/2021

LPL Research looks at the bullish setup for equities amid improving technicals and seasonal tailwinds.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_10252021.pdf

10/20/2021

LPL Research expects solid earnings gains during the third-quarter earnings season, but upside surprises may be smaller.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_10182021.pdf

10/13/2021

LPL Research examines the debt ceiling—its role in government financing, the market, and the economy.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_101121.pdf

10/06/2021

LPL Research sees a favorable economic environment for stocks in 2022http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_100421.pdf

09/29/2021

LPL Research Examines Why The Shape Of The Recovery Still Mattershttp://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_09272021.pdf

09/22/2021

LPL Research examines two key elements that prompted us to slightly lower our year-end forecast for the 10-year Treasury yield.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_Revisiting_TSY_09_20_21_Final.pdf

09/15/2021

Don’t get caught up in the drama: Upcoming risks and strengths.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_Policy_Risks_Loom_09_13_21_Final.pdf

09/01/2021

LPL Research explores five things that some bears believe that do not worry us.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_Poking_the_Bear_08_30_21_Final.pdf

08/25/2021

We remain skeptical that either runaway inflation or low growth are right around the corner, much less both at the same time.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/8.23.21_WMC_FINAL.pdf

08/18/2021

LPL Research comments on surprising earnings report numbers as they continue to come in.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/8.16.21_WMC_Final.pdf

08/11/2021

LPL Research shares some insight into how the Delta variant may impact markets throughout August 2021.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/8.9.21_WMC_FINAL.pdf

08/04/2021

LPL Research shares some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/8.02.21_WMC_FINAL.pdf

07/28/2021

2021 has been a very strong year for both stocks and the economy, but that doesn't mean there haven't been some surprises.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/7.26.21_WMC.pdf

07/21/2021

The U.S. economy has surprised nearly everyone to the upside as it speeds along thanks to vaccinations, reopening, and record stimulus.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_07192021.pdf

07/14/2021

After a remarkable performance during first-quarter earnings season, delivering an encore that will please investors will be tough.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_7.12.2021.pdf

Photos from Tim Carlin, V Wealth's post 07/10/2021

Getting ready to track my Callaway Z06 at Kansas Speedway. Stop by and say hi Saturday or Sunday I'm in garage 50.

06/30/2021

LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_ThreeThings_06_28_21_Final.pdf

06/23/2021

Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_Inflation_Fed_06_21_21_Final.pdf

06/16/2021

Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_ESG_Fixed_Income 6_14_21_Final.pdf

06/09/2021

Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_Policy_Update_06-07-21_Final.pdf

06/02/2021

Long-term interest rates have traded sideways recently, but LPL Research argues that high-quality bonds can play a pivotal role in mitigating equity risk.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC%20Bond%20Market%20outlook%206-1-21_Final.pdf

05/26/2021

As this bull market gets a little older, the pace of stock market gains will likely slow, but a strong economic recovery lies ahead as the reopening continues.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_5-24-21.pdf

05/19/2021

LPL Research explains why inflation is making headlines and why investors should not be overly concerned.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_5-17-21.pdf

05/12/2021

LPL Research raises its year-end S&P 500 Index fair value target range again in the wake of a stunning Q1 2021 earnings season.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WM_5-10-21.pdf

05/05/2021

LPL Research notes some possible reasons for a pause in the rally and why any potential pullbacks won’t last very long.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC-05.03.21.pdf

04/28/2021

LPL Research believes investors are appropriately optimistic, given the improving economy, the pace of vaccinations, fiscal stimulus, and surging earnings.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC.4-26-21.pdf

04/21/2021

While optimism surrounding the reopening is certainly understandable, LPL Research takes a look to see if sentiment is flashing a near-term contrarian warning sign for stocks.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/weekly_market_commentary_041921.pdf

04/14/2021

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC-4-12-21.pdf

03/31/2021

LPL Research explains why any upticks in inflation will ultimately prove transitory.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_03-29-2021.pdf

Timeline photos 03/26/2021

I recently had the opportunity to share my story on the Life as Leadership podcast. If you have a moment, I would appreciate your feedback. Please check it out!
https://www.lifeasleadership.com/episode/how-ordinary-can-achieve-the-extraordinary-with-tim-carlin/

03/24/2021

LPL Research discusses the end of the bear market and the trends of a bull market in year two.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_03.22.2021.pdf

03/17/2021

LPL Research share their “Final Four Factors” for the stock market in 2021.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_3-15-21.pdf

03/10/2021

LPL Research discusses the impact rising rates may be having on stocks and how an improving growth outlook may be good for stock performance.http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC_3.8.21.pdf

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TIM CARLIN CFP®, CExP™

Tim Carlin is a family-focused and proactive Wealth Advisor who specializes in guiding business owners to exit their companies in a way that creates a secured lifetime income stream and preserves their legacy. As a Certified Financial Planner® and a Certified Exit Planner™, he partners with owners across numerous industries to establish comprehensive short-and long-term succession and monetization plans that earn maximum value.

Tim brings a strong background in financial planning and business acumen to V Wealth. Most recently, he spent 16 years as a Limited Partner at Edward Jones. Previously, he served as the Director of Franchise Operations for KFC in Kansas, Oklahoma, and North Texas as well as the Director of National Quick Service Operations for Phillips 66.

A West Point graduate, Tim is a 22-year veteran of the US Army and Kansas National Guard, retiring as a Colonel in 2006. He holds master’s degrees in International Relations from Boston University and Strategic Studies from the US Army War College. He is a Trustee on the Command and General Staff College Foundation and recently served as President of the West Point Association of Graduates for the greater Kansas City metropolitan area. He and his wife Karen support the Kansas City ballet and symphony, KC Pet Project, and organizations helping foster children and the homeless.

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6800 College Boulevard Suite 630
Overland Park, KS
66211

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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