Carls Recommendations

Written By: Marissa Waldron, Financial Advisor Summer is fast approaching, and for many Americans that means taking a vacation. Most of us could use one with all the financial heartache…

Written by: Dan Moylan, Chief Investment Officer, on May 8, 2023 We saw the market continue to gain in April, albeit minimal, with the Nasdaq barely green, up .04%.  The Dow…

Written By: Ryan Rinehart Today I want to talk about the ongoing debate over the debt ceiling in the United States, and how that can impact your personal finances. First,…

Written By: Matt Jaskolka A couple weekends ago around a fire pit, I had an enjoyable conversation with friends about life, our careers, our aspirations, and so on. Naturally, one…

Written By: A. Alex Hammersley Do you want to make the most of your giving and save on taxes? Depending on your circumstances, a donor-advised fund (DAF) can satisfy both…

Written By: A. Suzanne Robertson, CFP® Typically, around this time of year, I would write a post about strategies I hope your financial advisor or accountant is discussing with you…

Written By: Marissa Waldron, Financial Advisor Last year was a year of “worsts” for our economy. Inflation was (is) high, the S&P 500 lost almost 20%, even the bond market…

Written By: Ryan Rinehart, Financial Advisor The last few weeks Social Security Benefits have been a hot topic as Republicans and Democrats continue to bicker about which party wants to…

Written By: Anna Carlson Did you perfectly time your mortgage payoff date to align with your retirement? Or perhaps you’re flush with retirement income and have decided to continue with…

Written By: Shawn Perkins, CFP®, AWMA® In light of what’s happening in today’s environment, I’m reminded of George Bailey’s Bailey Building and Loan in It’s a Wonderful Life.  You may…