Estate Planning

5 Key Things Your Estate Plan Could Be Missing Will your loved ones be OK after you’re gone? Are you sure your estate will go to the people and organizations…

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Market Volatility

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,…

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Market Volatility

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…

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June 2021 Recap

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…

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