Carls Corner
Investment Portfolio Update – January 7th, 2021
From the Georgia elections to the attack on our Capitol Building, 2021 has already seen some historical events.Carl Carlson, CEO & Founder, discusses how we have our clients portfolios positioned…
Read MoreInvestment Portfolio Change – November 12th, 2020
2020 – it has been a crazy year and an election year at that. We wanted to take a moment and let you know that we have you covered! Carl…
Read MoreElection Update – November 4th, 2020
2020 – it has been a crazy year and an election year at that. We wanted to take a moment and let you know that we have you covered! Carl…
Read MoreInvestment Portfolio Change
Carlson Financial is making changes to our clients’ investment portfolios today. Watch the video below to hear Carl explain what changes are being made and why. If you have any…
Read MoreChanges in Fee Calculations – Carlson Financial Clients
CARES Act – 2020 RMDs Explained
What Your Banker Might Not Tell You About Refinancing
Written By: Scott Rinehart, CPA Let’s talk a little bit about envy. While most people might be jealous of their friends’ and coworkers’ new cars and new houses. I’ve always…
Read More2.2 Trillion Senate Stimulus Plan: What does this mean for me?
A complete and comprehensive breakdown of the recently-passed Senate plan to provide 2.2 Trillion dollars in relief for businesses and individuals. See the complete breakdown here.
Read More