August 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The summer has really flown by for me this year.  We experienced some hiccups regarding COVID, due to the Delta variant, but the…

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Lazy Money

Put your lazy money to work. Make it work harder for you so you don’t have to work quite as hard.  Lazy Money vs. Money That Serves a Purpose  Even…

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July 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The stock market continued this year’s upward path in July, supported by continued economic recovery, optimism over GDP growth and outstanding company earnings/revenue…

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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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Annuities

Annuities are often used as a tool for guaranteed income in retirement Scott discusses when it does (and does not) make sense to use an annuity in your portfolio. This…

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May 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The official first day of summer is on the way and the vaccinations have accelerated our economic recovery in the U.S., allowing most…

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