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Why Partner with Carson?

We are a Carson Partner. The reason for that is simple: trust.

Carson Partners, and founder Ron Carson, have a mission to be the most trusted in financial advice. It’s why the company was founded. It’s what the company lives out. It’s why the company is one of the fastest growing in the industry. Read more

Market Commentary

Weekly Market Commentary January 07, 2019

The stock market wrapped up 2018 and began 2019 with a couple of big swings as investors reacted to a series of major announcements. On Wednesday evening, Apple warned iPhone sales in China were below expectations. The news sent stocks lower on Thursday, but those losses were erased when stocks soared after an extremely strong jobs report and indications of a more flexible Federal Reserve. Read more

Saving money in 2019

Monthly Newsletters

How to Save More in 2019

The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.

In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more

Blog

You Need Financial Accountability

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

Accountability

In 2018, I started working out 3 days per week with Kelly, a personal trainer.  He’s 53 and lives for physical fitness, and his whole lifestyle involves active living.

Working with Kelly for just three months now has helped me develop new habits and routines related to my personal health goals. For the first time in a long time, I’m optimistic and confident that I’ll be achieving my fitness goals in 2019.

Initially, my wife was irritated. It’s expensive to work one on one with someone. Read more

year end planning

Blog

7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

Market Commentary

Weekly Market Commentary December 31, 2018

Global stock markets continued to swing wildly last week as shifts in sentiment seemed to push the markets sharply higher and lower without much rationale. Read more

Videos

How can you navigate a volatile market?

We’ve seen some intense market swings in the last few months, spearheaded by a crazy holiday week of ups and downs. These steep dips can cause worry amongst investors. But what does that mean exactly? Brett Carson, Director of Research, discusses how we can adjust our strategies in times like this. Read more

Blog

Markets Move Up, Markets Move Down

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

“You can’t steal second base with your foot on first”

As I sit down to write this entry, I am looking at data from yesterday’s single day market movement. Large US stock market indexes shot up close to 5% in a single trading day.[1] That is the biggest one day move up since March of 2009 for some of the indexes and for others, it was the largest single-day move ever recorded in US markets.

This is ironic since I am setting out to address what looks like year-end statements that will show many investors down for the year in the 10% range for the first time since 2008. Read more

Market Commentary

Weekly Market Commentary December 24, 2018

Stock markets continued to decline last week in response to the Fed’s modest shift in its interest rate outlook. The core issues of slowing growth, how the Fed will respond, U.S. and China trade, and Brexit have introduced a high level of uncertainty in the markets. Read more

Market Commentary

Weekly Market Commentary December 17, 2018

After a few near misses, the S&P 500 finally entered a correction, meaning it closed more than 10% below its previous all-time closing high. The S&P 500 had flirted with these levels three previous times, even trading into correction territory. But it had always rallied enough at the close to stay above the 10% mark.

Read more