Carls Corner
What do YOU want to learn?
Scott wants to hear from YOU! We want to continually be an educational resource for our clients and prospective clients. What do you want to hear about as we go into…
Read MoreDecember Challenge
Scott has a challenge for you in the month of December. Watch as Scott discusses the importance of knowing how much you spend and the impact inflation has over time.…
Read MoreYear-End Deadlines: Tax Planning
There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware…
Read MoreElection and the Stock Market Part 11: Where do we stand after the election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 10: Where do we stand after the election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 9: When the Polls are Wrong
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 8: Two Big Issues Impacting the Market
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 7: What happened the last time we had a contested election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 6: Update to the 3-Month Rule
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreImportant Things to Note During an Election Year: Trump’s Tax Returns
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
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