Carls Recommendations

Written By: Dan Moylan, Chief Investment Officer Well, the first quarter of 2021 has ended, I hope everyone had the opportunity to enjoy some nice Spring weather and get outdoors…

Scott shares some tips on using Spousal IRAs to maximize your tax benefits. You may still be able to take advantage of these tips for 2020, since the new tax…

It is tax season and time to decide whether you should make a contribution to your Traditional or Roth IRA. How can you ultimately maximize the benefit of your IRA…

Written By: Dan Moylan, Chief Investment Officer Spring is here and hopefully we aren’t required to endure any more arctic blasts this year.  Just a quick recap of the stock…

Scott goes over the importance of putting the roof on your financial house, expecting higher returns on investments that involve more risk.  While your foundation is built on safer, secure…

How important is the Rate of Return to your overall Investment Plan?  What if the Rate of Return you need seems unrealistic?  What is a realistic Rate of Return that…

Scott discusses the importance of Integrating all the pieces of your retirement planning and whether you should hire a financial advisor or just do it yourself.  What is Integration?  Integration…

Written By: Dan Moylan, Chief Investment Officer Happy 2021 and I hope the first month of this year has treated you well.   I would like to summarize some of the…

Scott discusses reflecting on your 2020 savings goals and evaluating how your investments did last year. He also shares ideas to help max out your savings in 2021. If you…