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Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times. Read more

Market Commentary

Weekly Market Commentary March 25, 2019

The S&P 500 dropped 0.7% on concerns a key economic indicator signaled recession risk was increasing. The global MSCI ACWI slipped 0.5%. The Bloomberg BarCap Aggregate Bond Index soared 0.9% as investors rotated toward fixed-income investments that often perform better when rates decline.

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Blog

Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). Read more

Blog

Jamie Hopkins on “Stacking Benjamins”

Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling (those rates “might not be what you think they’d be.”) On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.

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ron carson march 19

Videos

Ron Carson on Varney & Co

Join Ron Carson on Varney & Co as he talks about the past referendum, Brexit and the global economy. Read more

Market Commentary

Weekly Market Commentary March 18, 2019

The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more

Wealth from Wisdom Carson Wealth Financial Advisor

Blog

5 Investment Diversification Mistakes That Could Hurt You

Wealth from Wisdom is a weekly radio show from Carson Wealth.

Paul West: There’s one thing, one thing that could help you avoid losing your shirt in a stock market correction or during a bear market. And do you know what that one thing is?

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Market Commentary

Weekly Market Commentary March 11, 2019

The S&P 500 finally experienced a meaningful decline after posting gains nearly every week this year. The index dropped 2.2% last week. Read more

News

3 Lost Tax Deductions That Might Surprise You

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree. Read more

Market Commentary

Weekly Market Commentary March 4, 2019

The S&P 500 used another good-news Friday to move into positive territory for the ninth week out of the last 10. Last week, the popular measure of domestic stock performance increased another 0.5%. Read more