Posts by Whitney Bond
Important Things to Note During an Election Year: Trump’s Tax Returns
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about important things to note during an election year. Scott Rinehart, CPA, helps answer the following in Part…
Read MoreInvestment Portfolio Update – April 8th, 2021
Carl Carlson, CEO & Founder, discusses how we have our clients portfolios positioned. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).
Read MoreInvestment Portfolio Change – November 12th, 2020
2020 – it has been a crazy year and an election year at that. We wanted to take a moment and let you know that we have you covered! Carl Carlson, CEO & Founder, discusses a few investment changes. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).
Read MoreElection Update – November 4th, 2020
2020 – it has been a crazy year and an election year at that. We wanted to take a moment and let you know that we have you covered! Carl Carlson, CEO & Founder, discusses what we do know about the election. If you have any questions, please don’t hesitate to call us at 844-CARLSON…
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