Carls Corner

Written By: Dan Moylan, Chief Investment Officer The summer has really flown by for me this year.  We experienced some hiccups regarding COVID, due to the Delta variant, but the…

Put your lazy money to work. Make it work harder for you so you don’t have to work quite as hard.  Lazy Money vs. Money That Serves a Purpose  Even…

In this week’s video Scott discusses 3 ways to make your savings work harder for you. He discusses HSA’s and their benefits and then looks at a way you could…

Written By: Dan Moylan, Chief Investment Officer The stock market continued this year’s upward path in July, supported by continued economic recovery, optimism over GDP growth and outstanding company earnings/revenue…

This week Scott shares strategies to combat market volatility. At Carlson Financial, we include the appropriate amount of risk and safety to give you the best chance at combating market volatility during retirement,…

This week Scott answers the following questions: What is the difference between volatility and risk? How do investments’ risk level and volatility differ and how do they affect a retirement…

Written By: Dan Moylan, Chief Investment Officer Hello everyone, and happy Independence Day weekend.  I’m looking forward to the fireworks and cookout.  Most markets will be closed Monday for the…

In the last twelve months, we have seen an inflation rate of 5%.  Scott discusses some historical context on inflation, explains transitory inflation, and shares the importance of empowering our…

Annuities are often used as a tool for guaranteed income in retirement Scott discusses when it does (and does not) make sense to use an annuity in your portfolio. This…

One third of recent retirees retired sooner than they planned. Scott discusses specific things to keep in mind in case it happens to you. If you have any questions, please…