10 No-Spend Activities to Try This Week
Spending time with our friends and family, or taking time for our personal self-care, doesn’t have to cost much. We all love a great concert with our favorite musician or going out to try a new restaurant that a coworker told us about.
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Leveraging Life Insurance as a Financial Planning Tool
Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, and Tom Fridich, Senior Wealth Planner, as they dive into leveraging life insurance as a financial planning tool.
Staying Strong During Market Uncertainty
Watch this webinar hosted by Carson’s Jamie Hopkins, Managing Partner, Wealth Solutions, and Burt White, Managing Partner and Chief Strategy Officer, as they obtain valuable insights into staying strong during market uncertainty.
Special Market Commentary: What’s Stressing Out Stocks? These Market Inflection Points
So far, 2022 is faring to have one of the worst ever starts for stock returns. Only 1932 and 1939 have proven to be more difficult through the first four calendar months. The reasons are numerous and front-of-mind for us all: an unexpected war in Ukraine, the lingering impacts of COVID-19, …
Our Inspiring Movie List
Hope. Love. Survival. Success. Redemption. Friendship. Movies help us convey emotions we can’t express in words. It connects us with the people in our homes and the people across the world. We are reminded that we are strong, emotional, ambitious, desired, and cared for individuals. Our mov …
Market Commentary: U.S. and U.K. Central Banks Offer Contradictory Outlooks, Making for a Rollercoaster Market Week
Market volatility surged last week, although the end result for the S&P 500 was a decline of only 0.2%. Central banks were the main culprits for the volatility. On Wednesday, the Federal Reserve announced it would raise rates 0.5% and clarified plans on how it will shrink its balance sh …
Market Commentary: Despite Disappointing GDP, Underlying Strength Keeps U.S. Economy on Solid Footing
Market volatility continued last week as global markets tried to digest a slew of earnings reports and economic updates. Likely the biggest release was the U.S. GDP report for the first quarter, which showed the U.S. economy contracted by an annualized 1.4% over the first three months of th …
Don’t Blow Your Budget! Tips to Create Your Retirement Spending Plan
Ryan Yamada, CFP®, Senior Wealth Planner It was late one afternoon when I received the call from a retired client.
Personal Trainer and Financial Fitness
by Bob Huntley CFP®, CHFC®, CKA®, Founder and Wealth Advisor A couple of years ago I was approaching a big birthday. It was personally meaningful to me, and I used that looming date on the calendar to set a plan to get as fit as possible.
