Posted on June 4, 2020
Washington, D.C. – June 1, 2020 – Anna Fagan, AWMA®, a wealth advisor with 20 years of experience, today announced her decision to affiliate with Carson Wealth to evolve her practice and scale her business with technological advancements offered by the firm. Fagan will also gain access to C …
Posted on March 27, 2020
Markets faced a historic downturn in March amid the coronavirus crisis. Leslie Thompson notes while there is value in the market, she is reducing investments in stocks and raising cash until more stability is gained. Full article on The Wall Street Journal
Posted on March 27, 2020
As historic volatility continues to drive market activity, Bob Phillips weighed in on the best place for investors to re-enter the market, noting the tech stocks as a good place to dip your toes back in the water. Full article on Bloomberg News
Posted on March 9, 2020
Leslie Thompson offers her advice for financial literacy as you move from your 30s into your 40s, noting the importance of weighing out options when building an established financial plan.
Posted on January 28, 2020
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
Posted on January 27, 2020
Federal Reserve officials plan to leave interest rates unchanged next week. Bob Phillips shared his outlook for the future of the federal funds rate, noting there could be possible problems if the fed raises or lowers rates with the way they support the repo market.
