How to Plan for Market Downturns

By emily | October 29, 2021 |

Your risk tolerance is one of many factors to be considered when building a financial plan. It helps your advisor know How often do corrections, bear markets and crashes happen and how can you best protect yourselves ahead of time? Scott shares some historic numbers and strategies for handling market downturns. Give us a call…

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Do You Know Your Risk Tolerance?

By emily | October 11, 2021 |

Your risk tolerance is one of many factors to be considered when building a financial plan. It helps your advisor know what investments you are comfortable with. Click HERE to take the 5-minute quiz to see what your risk score is! Give us a call at 844-CARLSON (844-227-5766), and set up a time to speak…

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September 2021 Recap

By emily | October 6, 2021 |

Written By: Dan Moylan, Chief Investment Officer The market gave back the July and August Q3 gains, as selling accelerated during the last two weeks of September.  Headline factors that pressured the market this past month include,  a perceived slowdown of the economic recovery from the pandemic due to the variant and vaccine conflict, the…

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