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Seven Financial Actions to Consider Before 2017

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Seven Financial Actions to Consider Before 2017

Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st.

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Conviction: A Portfolio Manager’s Secret Weapon

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Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students.

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Millennials

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Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Click here to open fullscreen

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Reviewing and Updating Your Estate Plan

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Reviewing and Updating Your Estate Plan

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events.

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Be a Math Teacher and Prepare Your Clients for Success

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Be a Math Teacher and Prepare Your Clients for Success

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

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An Evening with Lars Larson

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An Evening with Lars Larson

On Wednesday, September 14, 2016, Asset Advisors, LLC and several other local sponsors invited talk show radio host, Lars Larson, to come speak at Meridian High School. The auditorium was packed with over 370 guests!  

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Complex Financial Planning

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Complex Financial Planning

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best?

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Estate Planning

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Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen

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Balancing College Funding with Retirement Savings

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Balancing College Funding with Retirement Savings

Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.

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Passive vs. Active Investing

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Passive vs. Active Investing

Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years.

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