Carls Recommendations
April 2022 Recap
Written By: Dan Moylan, Chief Investment Officer (on May 6, 2022) I hope you all celebrated Cinco de Mayo with some delicious food! My favorite is a good beef enchilada. …
Read MoreFebruary 2022 Recap
Written By: Dan Moylan, Chief Investment Officer (on March 2, 2022) Today has a good feel, like Spring in Topeka. It always feels good when the markets run to the…
Read MoreMoney Lessons We Wish We Learned Sooner
What’s the first big lesson you learned about money? How did you learn it? Many of us start learning about finance as kids.1 We watch those around us, and we…
Read MoreNow & Future Costs
What do you think inflation will do over the next year? What about the next 10 years? When you see the word “inflation,” do you fall asleep? Panic? Click to…
Read MoreJanuary 2022 Recap
Written By: Dan Moylan, Chief Investment Officer (on February 1, 2022) The stock market made a correction in January and was painful for all of us owning stocks. The DOW…
Read MoreCreating Better Financial Behaviors
We can’t control what markets or economies do. But we can control ourselves. No matter how much investing experience you have, uncertainty can get in the way of making good…
Read MoreDecember 2021 Recap
Written By: Dan Moylan, Chief Investment Officer (on January 5, 2021) December recovered nicely from a down November in stocks with the DOW adding 6.81%, the S&P 5.61% and the…
Read MoreNovember 2021 Recap
Written By: Dan Moylan, Chief Investment Officer (on December 3, 2021) U.S. stocks gave back much of their October gains this past month. November saw the S&P off -1.37%, the DOW was…
Read MoreSocial Security Considerations
Social Security is a part of most working American’s retirement plan. And there are many different scenarios to work through in order to optimize your Social Security benefits the most. In…
Read MoreOctober 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Well, U.S. stock markets did what was expected in October and pushed higher to take back the September losses. The 100-day moving average…
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