Carls Recommendations

Written By: Shawn Perkins, CFP®, AWMA® Back in 2019, before your travel plans were up-ended and you began baking sourdough bread while confined to your home, there was a significant…

Markets hit their highs for the year in January and struggled to regain momentum over the next 12 months. What’s in store for investors in the new year — and…

Written By: Marissa Waldron, CFP® Here we are again … another new year. With 2022 in the rearview mirror, millions of Americans are setting their resolutions for 2023, and financial…

Written By: A. Suzanne Robertson, CFP® The phone rings.  Caller ID says it’s the local police.  Concerned, you answer.  On the line is a voice claiming to be with the…

Written By: A. Suzanne Robertson, CFP® Today is the last business day of 2022. You’ve survived Thanksgiving, Christmas, Hanukkah, and Boxing Day and you’re going through your end-of-year check list. …

Written By: Ryan Rinehart, Financial Advisor As 2022 comes to an end, it’s time to start planning for 2023. If you’re someone that’s retired or approaching retirement you’ve probably learned…

Written By: Matt Jaskolka, Financial Advisor “Do I have enough saved?”  “Will Social Security still be around for me to collect?”  “How will taxes affect me?”  “Will I be able…

Written By: Anna Carlson, Financial Advisor The growth of the U.S. economy beat expectations in the third quarter of 2022, with the GDP rate rising by an annualized rate of…

Written By: Jacob Baugher, Financial Advisor The short answer:  Maybe.  A lot of experts seem to expect it, and the Federal Reserve’s chairman, Jerome Powell, was recently quoted saying: “It’s…

Written By: Alex Hammersley, Financial Advisor With Black Friday and the Christmas season among us, consumers might wonder how inflation has affected consumer discretionary items like toys, clothes, electronics, etc.…