Archive for January 2021
Choosing Employee Benefits
Projecting & Planning for 2021
Scott discusses reflecting on your 2020 savings goals and evaluating how your investments did last year. He also shares ideas to help max out your savings in 2021. If you…
Read MoreLowering Expenses
In this week’s video Scott shares some practical (and creative) ways to lower your expenses. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).
Read MoreStock Market Update
Scott discusses our outlook on the stock market as the Democrats now control the White House. He shares some market challenges as well as reasons to be optimistic. If you…
Read MoreEmergency Funds
In this week’s video Scott answers the following questions: What is an emergency fund? (and what is it not?)How much should you have in your emergency fund?How much should you have…
Read MoreInvestment Portfolio Update – January 7th, 2021
From the Georgia elections to the attack on our Capitol Building, 2021 has already seen some historical events.Carl Carlson, CEO & Founder, discusses how we have our clients portfolios positioned…
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