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Carlson Quarterly – Q3 2024
The third quarter of 2024 started with an increase in volatility as the yield curve started to un-invert after being inverted the last two years.
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Election Year Dynamics: What Investors Need to Know
With the election right around the corner, clients often ask us about the implications for their investment portfolios. As changes in the political order can impact policy and society, it’s natural to assume that election outcomes may significantly affect financial markets.
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The Retirement Spending Smile: What It Is & How It Affects Your Future
When it comes to retirement spending, many people—including advisors—start with an assumed retirement income goal and project that amount plus inflation over the lifetime of the retiree. When you look at the statistics and gauge actual future retirement expenses, however, it’s clear this cookie-cutter approach isn’t accurate.
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401(k) Employer Matching: Sometimes There Really is a Free Lunch
A 401(k) contribution match is one of the best benefits an employer can offer—it’s essentially free money for your future (or, as we like to call it, a free lunch)!
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How Expensive is Your 401(k) Plan?
Whether you are considering enrolling in a new 401(k) plan or you’re assessing your existing plan, researching and understanding fees could make a significant difference in your future retirement. It’s never too late to take control and strengthen your assets.
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3 of Our Favorite Engaging (and Not Stuffy) Financial-Related Books & Why
Yes, we believe everyone should have a financial advisor they can turn to as a guide and sounding board. But we also believe that when it comes to your finances, soaking up knowledge and insights from a range of perspectives is vital! Check out three engaging and enlightening financial-related books touching on topics like financial independence, investing, and economics.
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