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Carlson Quarterly – Q4 2024
2024 was another stellar year for U.S. equities, with the S&P 500 climbing approximately 25% and the tech-driven, AI-fueled Nasdaq surging over 29.6%. This marked the best two-year stretch for equities since 1997-1998.
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Why Gold Can Be a Wise Investment in Today’s Uncertain Times
For thousands of years, gold has captured the hearts and minds of humans. It is a tangible asset that offers a hedge against inflation and the weakening purchasing power of fiat currencies.
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7 Ways to Invest in Energy in a Changing Landscape
Investing in energy can be a dynamic way to capitalize on growing and changing global energy demands. And it isn’t just about owning oil company stocks!
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Educating the Next Generation on Investing
Investing basics and financial planning are both important topics to learn—but unfortunately, not always the most glamorous. It may take some creativity to intrigue young people regarding financial literacy. As with so many areas of finance, you can never start too early!
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The Good, the Bad & the Ugly of Annuities
You’ll likely come across annuities as you evaluate your retirement savings options. An annuity is a contract between an investor and their insurance company. The investor pays the insurance company in either a lump sum or fixed monthly premiums.
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Where There’s a Will, There’s a Way: Leaving an Estate
It’s time to talk about a difficult subject. The day will come when you are no longer living. During this time of grief, the last thing your loved ones will want to worry about is money and executing your will. The goal is to have the transfer process be as frictionless as possible—and that’s where effective estate planning comes in.
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