Posted on June 15, 2020
While economic data is still weak, the consensus among investors indicates that the worst is over. Bob Phillips weighs in as investors look for areas of improvement in the market as more sectors are participating in the recovery of the economy. Full article on Bloomberg
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.
