Investment Insights

Get the latest investment insights from Carlson Investments, including our quarterly newsletter, to help build your financial knowledge foundation.

Continue Reading
arrow_right_alt

Carlson Quarterly – Q1 2024

The equity rally off the October 2023 continued into the first quarter of 2024 as the S&P 500 rallied to new all-time-highs with a gain of 10.16%.

Continue Reading
arrow_right_alt

Understanding Your 401(k) Choices: Traditional vs. Roth

You already know that when it comes to employee benefits, you have a choice in your healthcare plan. And now, more employers are giving employees options regarding 401(k)s!

Continue Reading
arrow_right_alt

The Importance of the TOD and JTWROS Designations

Many people have heard about the nightmares in dealing with probate after coping with the loss of a loved one. Fortunately, there are ways to avoid these headaches and speed up the process. Learn about Transfer on Death (TOD) and Joint Tenants with Right of Survivorship (JTWROS) designations.

Continue Reading
arrow_right_alt

Lending Money to Adult Children: The Dos and Don’ts

In some circumstances, a loan to an adult child might be a good solution for both the parent and their child. Check out the benefits and mistakes to avoid, along with some tips for navigating this sensitive situation.

Continue Reading
arrow_right_alt

Traditional vs. Roth IRAs: Determining Your Ideal Retirement Account

When evaluating your retirement account options, one of the first things you’ll need to do is decide between a Traditional and a Roth IRA. Each offers its own benefits and has specific requirements. So, which type of IRA is right for you?

Continue Reading
arrow_right_alt

Why Consolidate Your Retirement Plans? 7 Key Questions, Answered

Everyone needs a plan—whether you’re a football coach before the big game, a college student trying to get through finals, or someone striving for a comfortable retirement. And it’s much easier to stay organized and execute a plan when your retirement accounts are consolidated!

Let's talk.

Finding a better way doesn’t start with you learning about investment strategy. It starts with us learning about you.

Let’s get started.