Carls Recommendations

Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife and a few family members completed a half marathon here in Richmond (congratulations if you were one of the runners,…

Written By: A. Suzanne Robertson, CFP® Over the past two weeks in this space, Matt Jaskolka talked about withdrawal strategies to help you maximize the tax benefits and longevity of…

Written By: Ryan Rinehart, Financial Advisor Are you someone that currently has a pension plan with your employer? If you are and you’re getting closer to retirement, it’s likely that…

Written By: Matt Jaskolka, Financial Advisor Welcome back. If you missed last week’s blog, I encourage you to take a peek here. Today, we will continue that conversation and explore…

Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 has been difficult. 40-year-high inflation, rising interest rates, a foreign war, domestic concerns, and a seemingly always-declining stock market, are…

Written By: Anna Carlson, Financial Advisor …You’re headed to the movie theater in a wood-panel station wagon as you listen to your new favorite song, ‘Jessie’s Girl’, play on the…

Written By: Dan Moylan, Chief Investment Officer (on July 12, 2022) The markets tried and failed to break through the upside resistance the first week of June.  Selling came into…

Written By: Dan Moylan, Chief Investment Officer (on June 2, 2022) The market stabilized in May, although volatility still made for some tough days.  Overall, the Nasdaq was off -2.05%…

Now is a great time for a “refresher” on bear markets. Scott explains what a bear market is, what the average bear market looks like, how much things typically drop,…

Scott discusses the current market volatility in relation to market corrections, crashes and bear markets. Give us a call at 844-CARLSON (844-227-5766), and set up a time to speak with…