Carls Recommendations Featured

Written By: Alex Hammersley, CPA  The Nasdaq, known for being tech-heavy and growth-oriented, has long been a focal point for investors seeking high returns. The index is home to companies…

Written By: Marissa Waldron, CFP®  Many seniors today are heavily dependent on Social Security as their primary source of income, which isn’t an ideal situation. As a result, the annual…

Written By: Susannah Orzolek Market volatility is an inevitable part of life for anyone whether they are still saving for retirement or relying on investments as a crucial component of…

Written By: Alex Hammersley, CPA Retirement planning is often likened to a long-distance marathon—it’s not just about crossing the finish line, but about maintaining a steady pace to ensure you…

Written By: Marissa Waldron, CFP® Drops in the market can be panic-inducing anytime, but especially if you are retired and living off of investments. You might be concerned you don’t…

Written By: Dan Moylan The 60/40 portfolio has been suggested by financial advisors for decades and recognized as a simple strategy to have the balance most investors seek.  This strategy…

Written By: Anna Carlson Quarterly economic projections show a majority of Fed officials who participated expect rates to fall to just 5.1 percent by the end of 2024.  Policymakers say…

Written By: Alex Hammersley, CPA  Inheritance planning is a critical aspect of financial planning that often gets overlooked. As a financial advisor, I see many families and individuals struggle with…

Written By: Marissa Waldron, CFP®  Family caregiving is a significant concern for many people due to the emotional, financial, and time demands it places on individuals. The statistics provided highlight…

Written By: Susannah Orzolek For many of us, retirement represents the ultimate freedom: the ability to do what you want, when you want, for as long as you can. It’s…