Carls Recommendations
2023 Year-End Planning Considerations
Written By: Shawn Perkins The weather is getting colder, leaves are beginning to change color, and football season is in full swing. Fall is hands down my favorite time of…
Read MoreStock Markets & Government Shutdowns: Yikes or Yawn?
Written By: Anna Carlson Earlier this month, a last-minute spending bill was sent to the President’s desk just hours before the federal shutdown deadline. The temporary measure allows the government…
Read MoreThe Latest Updates on Interest Rates Now and Moving Forward
Written By: Ryan Rinehart Late last month the Federal Reserve Board (“the Fed” or “the Board”) announced their latest decision regarding interest rates, while also discussing what may come the…
Read MoreExploring the Key Differences Between Mutual Funds and ETFs
Written By: Matt Jaskolka Every week when I get the opportunity to speak with people who are interested in learning more about Carlson Financial, I am reminded that most people…
Read MoreSocial Security: No Call for Panic
Written By: A. Suzanne Robertson, CFP® After dinner presentations, I like to circulate around the room to answer any questions guests might have. Sometimes, if I finish my presentation early…
Read MoreIs it Time to Shift to More Safety?
Written By: Alex, Hammersley, CPA Recently, many investors and analysts have viewed the stock market as uncertain, and many believe the United States has a high chance of going into…
Read MoreMythbusters: Life Insurance Edition
Written By: Marissa Waldron, CFP® If you caught Shawn’s article last week, you’ll know that September is Life Insurance Awareness Month. Almost half of Americans are un- or underinsured. People…
Read MoreLife Insurance Considerations
Written By: Shawn Perkins, CFP®, AWMA As financial advisors, we have many responsibilities when it comes to providing quality service to clients. Cash flow management, tax planning, distribution strategy, investment…
Read MoreNo Shoes Required
Written By: Anna Carlson “There is a whole new kind of life ahead, full of experiences just waiting to happen. Some call it ‘retirement.’ I call it ‘bliss.’” – Betty…
Read MoreMarket Corrections Can Happen During the Good Years Too
Written By: Ryan Rinehart 2023 has been a great year for the stock market so far. The S&P 500 is up just over 15% YTD while the Nasdaq is up…
Read More