Carls Recommendations

This week Scott answers the following questions: What is the difference between volatility and risk? How do investments’ risk level and volatility differ and how do they affect a retirement…

Written By: Dan Moylan, Chief Investment Officer Hello everyone, and happy Independence Day weekend.  I’m looking forward to the fireworks and cookout.  Most markets will be closed Monday for the…

In the last twelve months, we have seen an inflation rate of 5%.  Scott discusses some historical context on inflation, explains transitory inflation, and shares the importance of empowering our…

Annuities are often used as a tool for guaranteed income in retirement Scott discusses when it does (and does not) make sense to use an annuity in your portfolio. This…

One third of recent retirees retired sooner than they planned. Scott discusses specific things to keep in mind in case it happens to you. If you have any questions, please…

Written By: Dan Moylan, Chief Investment Officer The official first day of summer is on the way and the vaccinations have accelerated our economic recovery in the U.S., allowing most…

Your legacy means a lot. Protect it by being prepared. In this video, Scott shares the five documents you need to include in your retirement estate plan. You need an…

Written By: Dan Moylan, Chief Investment Officer The stock market continues the uptrend with President Biden’s vaccination initiative having a big impact on many economies opening up.  The S&P, NASDAQ…

Think you don’t have enough funds to contribute to a Roth IRA? This week, Scott explores several options that might make it possible for you.  Funding a Roth IRA is…