Do You Know Your Risk Tolerance?

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…

Read More

September 2021 Recap

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…

Read More

When to Get a Second Opinion

As you approach retirement, there are some red flags to watch out for from your financial advisor. That means it may be time to get a second opinion! Take the Checklist Challenge HERE to see if it’s time to get a second opinion! Your advisor should be talking about more than just investments. If you…

Read More

All the Above

The planning and investing you do while preparing for retirement will change when you finally arrive at that point of retirement.  What should you be looking for from your retirement plan as you approach taking that step?  Many advisors start with or only look at investments. They are essential to grow your money, and they…

Read More

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 economy is continuing to generate momentum and continued its impressive recovery in August.  Equities are still the place to be invested, with the interest rates…

Read More

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 if you have a plan that covers your income sufficiently and includes both low-volatility investments as well as longer-term investments, it is still a good…

Read More

HSA’s & Health Insurance

In this week’s video Scott discusses 3 ways to make your savings work harder for you. He discusses HSA’s and their benefits and then looks at a way you could potentially save money on your health insurance each month. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Read More

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 reporting for Q2.  Earnings season is in full swing in August, but Financials and Tech kicked off Q2 reporting the last 2 weeks of July…

Read More

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, based on your unique situation and plan. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Read More

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 plan? What does a well-diversified good investment plan really look like? If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Read More