A Broken Record Tell me if you’ve heard this yet, but the S&P 500 gained last week with more new all-time highs. The S&P 500 has now made a new all-time high this year in all the months that don’t start with an ‘A’ (as in April and August). A total of 47 new all-time …
Published by Mark Petersen, CPA, CFP® “What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Famil …
Published by Beth Schanou, JD Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one …
Published By Michele Schreck, Wealth Advisor Do you have a plan for your financial future? Life happens and we may not always work on our financial priorities until we are nearing retirement. Suddenly, you’re left asking yourself, “I want to retire in a few years, will I be okay? Can I do t …
Published by Cliff York Statistics show that humans have a 100% mortality rate. Yet, nearly 6 out of 10 of Americans are unprepared for the inevitable*. End of life planning isn’t fun. It can seem morbid, depressing and even a little scary. But, it’s also a critical aspect of managing your …
Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, p …
Published By B. Patrick Carter, CPA If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid becau …
