Archive for July 2021

This week Scott shares strategies to combat market volatility. At Carlson Financial, we include the appropriate amount of risk and safety to give you the best chance at combating market volatility during retirement, based on your unique situation and plan. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

This week Scott answers the following questions: What is the difference between volatility and risk? How do investments’ risk level and volatility differ and how do they affect a retirement plan? What does a well-diversified good investment plan really look like? If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Written By: Dan Moylan, Chief Investment Officer Hello everyone, and happy Independence Day weekend.  I’m looking forward to the fireworks and cookout.  Most markets will be closed Monday for the 4th with the major stock markets in the U.S. opening Tuesday morning, the 6th.  The Bull Run in stocks continued through the end of Q2 with…

In the last twelve months, we have seen an inflation rate of 5%.  Scott discusses some historical context on inflation, explains transitory inflation, and shares the importance of empowering our clients with long-term investment strategies to beat inflation.  How Inflation relates to Income Planning  Inflation has become a hot-button topic in 2021, coming out of…