Carls Recommendations

Your risk tolerance is one of many factors to be considered when building a financial plan. It helps your advisor know How often do corrections, bear markets and crashes happen…

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…

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…

Whether you have a financial advisor or you are a DIY investor and handle it all yourself, there are some red flags to watch out for from your financial advisor…

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…

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…

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…

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…

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…

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,…