Posts by Whitney Bond
asset allocation: safe vs. risky investing
Market Update as 2023 Comes to an End
Written By: Ryan Rinehart As we approach the conclusion of 2023, I wanted to revisit the blog I shared back in August regarding market downturns and how they often occur,…
Read MoreIRS Updates Coming in 2024
Written By: Matt Jaskolka Fall is fading into Winter and snow is beginning to accumulate in parts of the United States as we look to wrap up 2023 and head…
Read MoreA Look at Long-Term Care
Written By: A. Suzanne Robertson, CFP® It seems that Long-term Care (LTC) has been a common theme for questions I’ve been receiving lately from prospective clients and clients alike, so…
Read MoreLife Insurance and Income Annuities
Written By: Alex Hammersley, CPA Life is unpredictable, and one of the most significant responsibilities we have is to ensure financial security for ourselves and our loved ones. Life insurance…
Read More2023 Year-End Planning Considerations
Written By: Shawn Perkins The weather is getting colder, leaves are beginning to change color, and football season is in full swing. Fall is hands down my favorite time of…
Read MoreThe Latest Updates on Interest Rates Now and Moving Forward
Written By: Ryan Rinehart Late last month the Federal Reserve Board (“the Fed” or “the Board”) announced their latest decision regarding interest rates, while also discussing what may come the…
Read MoreExploring the Key Differences Between Mutual Funds and ETFs
Written By: Matt Jaskolka Every week when I get the opportunity to speak with people who are interested in learning more about Carlson Financial, I am reminded that most people…
Read MoreIs it Time to Shift to More Safety?
Written By: Alex, Hammersley, CPA Recently, many investors and analysts have viewed the stock market as uncertain, and many believe the United States has a high chance of going into…
Read MoreMythbusters: Life Insurance Edition
Written By: Marissa Waldron, CFP® If you caught Shawn’s article last week, you’ll know that September is Life Insurance Awareness Month. Almost half of Americans are un- or underinsured. People…
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