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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Where the Jobs Are: Why the Trades Deserve a Fresh Look From Young Adults

Willie Sutton, the infamous bank robber, was once asked why he robbed banks. His answer was simple: “Because that’s where the money is.” If you’re wondering where the opportunities are for today’s young adults, the answer might be just as clear: The trades are where the jobs are.

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Tax Law Changes in 2025: What the OBBBA Means for You

On July 4, 2025, after months of negotiations and compromises, the One Big Beautiful Bill Act (OBBBA) became law. While the bill covers a wide range of provisions, we’ve highlighted some of the most notable changes for individuals, families, and businesses.

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Reading the Markets: Why Expectations, Trends, and Contrarian Thinking Matter

At any given moment, markets are reacting—not just to the headlines, but to how investors interpret them.

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A Practical Estate Planning Checklist for Peace of Mind

Estate planning can feel uncomfortable, but it’s one of the most meaningful ways to care for your loved ones. A thoughtful plan can reduce confusion, avoid delays, and bring clarity at a time when your family will need it most.

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Separating Signal From Noise: A Smarter Way to Invest

In an age of endless headlines, market alerts, and social media chatter, investors are flooded with information. The challenge isn’t access to data —it’s knowing what actually matters.

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Grow, Transition, or Sell: How to Ensure Your Family Business Thrives

Family-owned businesses are the heartbeat of the American economy. They employ nearly half of the nation’s workforce and generate over 43% of GDP, according to the U.S. Chamber of Commerce. But despite their importance, many family business owners overlook essential planning that could shape their futures profoundly.

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