Is Your 401(k) Plan Underperforming?
Are you looking to improve the results of your retirement plan in the new year? If you are like many investors, your Roth accounts, IRAs and brokerage accounts have likely performed well over the last few years. However, many are finding that their employer sponsored retirement plans, such …
What Is Value Style Investing, and How Is It Different From Growth Style?
Equity securities are generally categorized as either value style or growth style, although a stock can have properties of each. Value style can be defined by many different metrics, but generally speaking a value investor is looking for stocks where the aggregate price (market capitalizat …
The Fear of Long-Term Care
The financial impact of long-term care can be devastating to the sustainability of one’s retirement assets and the preservation of their estate, but it may not be as detrimental as one might think. The Statistics As we age, healthcare costs typically increase at a higher rate than inflatio …
Our Favorite [Financial] New Year’s Resolutions
It’s that time of year when many of us think about establishing one or more New Year’s resolutions. This often means committing to improving one’s lifestyle by eating healthier, exercising more, or spending more time with family. Many investors could benefit from resolutions targeting the …
Looking Beyond Average Investment Returns
Many investors strive to achieve the highest rate of return possible for their portfolio. It seems that this would be the best way of accumulating more for their goals, such as saving for college or retirement. An investor who achieves a higher rate of return over time will always have a hi …
Strengthen Your Digital Defense: The Power of Strong Passwords and 2FA
In today’s digital age, protecting your financial, medical and email accounts online is more critical than ever. Cybercriminals are becoming increasingly sophisticated, using tools like artificial intelligence to crack weak passwords and exploiting breaches to trade stolen credentials on th …
Credit Protection – Freezing and Thawing
What Does Freezing My Credit Do? When you freeze your credit, the credit reporting bureaus are not allowed to give information to someone or a business who makes an inquiry about you. Typically, businesses inquire about your credit when you (or someone posing as you) attempt to open a new l …
Why You Should Provide Your Tax Return to Your Financial Advisor Each Year
With the 2024 tax season behind us, now is an ideal time to share a copy of your federal and state tax returns with your financial advisor. As an advisor at Carson Wealth, having a recent copy of a tax return enables our team to help optimize each client’s specific tax situation, and levera …
10 Questions to Ask a Wealth Advisor Before You Hire Them!
Searching for a new financial advisor? How can you tell whether the advisor has the right experience and knowledge to help your family pursue your financial goals? Below are the top 10 questions we would encourage you to ask any potential financial advisor, financial planner, or wealth mana …
The Potential Hazard of Investing in the S&P 500 Index
Why do our clients at Carson Wealth not want us to provide investment performance like the S&P 500 Index? To answer this, it is important to understand the risks associated with a particular investment. Placing all of one’s assets in an index such as the S&P 500, which is concentrat …
