The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …
Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen
Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.
Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering …
Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions. What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, …
The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combi …
Published by Jake Bleicher and Omani Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.
