Investment Insights

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

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

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