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Investing 101: A Winter Read Worth Your Time
The winter season is a season of giving, making it the perfect opportunity to share a thoughtful gift that can spark meaningful conversations about money and financial independence. If you’re looking for a gift (for a loved one or yourself) that will both engage and enrich your perspective on money, The Psychology of Money, by Morgan Housel, is a worthwhile choice.
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Understanding Roth Conversions: When and Why They May Make Sense
A Roth conversion is the process of moving assets from a pre-tax retirement account, such as a Traditional IRA, 401(k), SEP, or SIMPLE IRA, into a Roth IRA. While the converted funds are treated as taxable income in the year of conversion, the long-term advantage lies in the Roth IRA’s ability to grow tax-free and allow for tax-free withdrawals in the future.
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Carlson Quarterly – Q3 2025
The first nine months of 2025 have been a rollercoaster for US equities, marked by early-year tariff-induced volatility and a sharp spring drawdown. The 3rd quarter saw markets resume the march to numerous all-time-highs with broader participation pushing YTD gains into double digits for major indices, up around 35% since those April lows!
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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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