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Investing in Yourself is The Best Decision for The Future

Published by Teresa Milner A young lady was referred to me for my financial services this past month. We got together for lunch and by the end of our time together, she may have felt more like she was speaking to her mother. The more she shared her current situation, the more I realized she …

Did you lock that mortgage rate in? Did you move from stocks to bonds?

Published by Jason Comes, Wealth Advisor Most voters were caught off-guard last month when President Elect Donald Trump won the election. And yes, many Wall Street firms were wrong about their stock market predictions if Trump won as well. After the initial election night scare, all of the …

Earlier is Better

Anyone who understands the time value of money understands that when it comes to investing, earlier is better. And yes, anyone would encourage you to the fullest of their ability to invest as soon as you can. But how do we invest early?

Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on …

Uncertainty and Change

Published By: Mark Petersen | LinkedIn We live in a world of uncertainty! On November 8, 2016 most Americans thought they knew who the President-Elect would be. After all, we were informed by pollsters leading up to the Presidential election who was leading and the probable outcome. Many we …

President-Elect Trump’s Tax Plan: What We’ll Be Watching

We’ve heard the candidates’ positions on several issues during the period leading up to the 2016 Election, and with his win Tuesday night, we’ll be keeping a keen eye on whether President-Elect Trump makes progress on his proposals, especially considering the GOP maintained its majority in …

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