Investment Insights

Get the latest investment insights from Carlson Investments, including our quarterly newsletter, to help build your financial knowledge foundation.

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4 Mistakes That Can Derail Your Investment Success

Are you sabotaging your financial success, and thus putting your mental health at risk? According to the Financial Health Network, money troubles are a major factor in many Americans’ rising stress levels.

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Why Young Investors Should Be Less Conservative

Thanks to factors like economic uncertainty, market volatility, and political affiliation, young investors tend to be more conservative than they should be.

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Carlson Quarterly – Q1 2025

The first quarter of 2025 presented significant headwinds for U.S. equities, driven by aggressive trade policies and escalating geopolitical tensions.

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The Human Side of Investing: Understanding Investor Bias

Are your investment decisions primarily rooted in logic and facts, or are emotions and flawed reasoning influencing your choices?

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Elder Fraud: Insights & Prevention Tips for 2025

Fraud is soaring—according to AARP and the FBI’s Internet Crime Complaint Center, elder fraud increased by more than 11% from 2022 to 2023, totaling a staggering $3.4 billion in losses for seniors alone.

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Using Your Time & Resources for Good: 11 Ways to Donate to Charity

If you’re like our team at Carlson Investments, you have causes close to your heart—and you’re likely seeking regular ways to support these nonprofits with your time, money, and resources. There are many ways to donate to charity depending on your preferences, resources, and the organizations you care about. And there may even be some you haven’t considered!

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Finding a better way doesn’t start with you learning about investment strategy. It starts with us learning about you.

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