Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
Optimizing your Social Security benefits can have a big impact on your quality of life in retirement. Carson’s Senior Wealth Planner Ryan Yamada hosted the webinar How to Optimize Social Security, which is now available on-demand.
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. And while financial advisors and …
One common way investors lower their risk is to diversify their holdings with different assets. When you hold a mix of investments, your portfolio is protected from being wiped out if one investment fails. Exchange-traded funds (ETFs), mutual funds, and index funds are all assets that prov …
The popular Green Day song titled “Wake Me Up When September Ends” feels quite appropriate given the recent market volatility. In fact, the S&P 500 has now dropped at least 3% for three of the past four weeks. As we’ve noted in this commentary, stocks tend to be quite volatile and poten …
What are mutual funds? We’ll break down the basics of investing in mutual funds and compare mutual funds vs. index funds.
It’s hard to believe, but we are less than two months away from midterm elections in early November. Given all the well-known worries this year — from inflation to the war in Ukraine, the economy to the bear market — most investors haven’t started to think about midterms quite yet. But we e …
