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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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The Age-Old Question: Do I Have Enough to Retire?
Whether you’re planning ahead or approaching retirement soon, you likely have one major question: Do I have enough to retire?
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What Is Capital Gains Tax & Why Do You Have to Pay It?
As one of our most famous Founding Fathers, Benjamin Franklin, once said, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”
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Solo 401(k): A Breakdown of the Self-Employed Retirement Plan
From enjoying total autonomy to doing what you love most to working with your favorite kind of people, being self-employed offers many liberating perks. However, it also means you don’t have the luxury of an employer-sponsored retirement plan unless you take action.
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2025 Retirement Contribution Limits: What You Need to Know
A new year brings new contribution limits for your retirement accounts. These limits dictate the maximum amount of money that can be deposited into an account for the year—and as we always say, it’s best to start planning as early as possible!
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Active or Passive Investing? Navigating Market Cycles with Confidence
When it comes to investing in public markets, one of the most debated topics is the choice between active and passive investing. In recent years, we’ve seen the rise of passive investing with the advent of exchange-traded funds (ETFs) and their consistent outperformance compared to many active peers. By contrast, active management has exhibited persistent outflows, leading some to question its prospects.
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