Carls Insights
Inflation Reduction Act
Carl Carlson discusses the Inflation Reduction Act – what we know and how it may affect those nearing or in retirement.
Read MorePotential Planning Ideas During Market Volatility
Carl Carlson shares a few ways to take advantage of the current market volatility. If any of them seem like they might be a fit for your situation, please give…
Read MoreInvestment Portfolio Update – January 24, 2022
Carl Carlson, CEO & Founder, discusses the current market correction and how we have our clients portfolios positioned. If you have any questions, please don’t hesitate to call us at…
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 Update – January 7th, 2021
From the Georgia elections to the attack on our Capitol Building, 2021 has already seen some historical events.Carl Carlson, CEO & Founder, discusses how we have our clients portfolios positioned…
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…
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…
Read MoreInvestment Portfolio Change
Carlson Financial is making changes to our clients’ investment portfolios today. Watch the video below to hear Carl explain what changes are being made and why. If you have any…
Read MoreChanges in Fee Calculations – Carlson Financial Clients
2.2 Trillion Senate Stimulus Plan: What does this mean for me?
A complete and comprehensive breakdown of the recently-passed Senate plan to provide 2.2 Trillion dollars in relief for businesses and individuals. See the complete breakdown here.
Read More