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 have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Read More

Lowering 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 More

Stock 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 have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Read More

Emergency 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 – based on whether you have a fluctuating or stable income?If you don’t have much in your emergency fund now, what can you do to…

Read More

Investment 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 at the start of this new year. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Read More