Carls Recommendations

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…

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…

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…

Written By:  Matt Jaskolka Fitch, along with Moody’s and Standard & Poor’s, are credit rating agencies that rate the viability of investments relative to the likelihood of default. Last week,…

Written By:  A. Suzanne Robertson, CFP® My post on 6/30/2023 (here) discussed the importance of having a will and how a well-written trust can supplement your will to help protect…

Written By: Alex Hammersley, CPA Some of you may have already heard this story, but I want to share it because it can relate to your retirement. The story goes…

Written By: Marissa Waldron, CFP® There are many reasons people don’t want to talk about estate planning. Maybe it’s hard to think about a time when they’re no longer with…

Written By: Shawn Perkins, CFP®, AWMA It was around this time last year that we hit peak inflation.  In June 2022, the inflation reading came in at 9.1%, and has…

Written By: A. Suzanne Robertson, CFP® When it comes to estate planning, many clients are asking us if they need a will, a trust, or both. Estate planning is a…

Written By: Alex Hammersley, Financial Advisor We will soon be halfway through the year 2023? Personally, this is hard to believe. It seems like just yesterday we were collecting our…