For high-net-worth individuals, portfolio construction isn’t about choosing between growth and safety: It’s about strategically deploying both. Equities typically build wealth through capital appreciation, while fixed income helps preserve it through stability and cash flow. The …
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research Financial advisors provide financial planning or investment guidance to clients. They may meet in person, remotely or provide advice within a larger firm setting. Financial advisors may work for themselves, with small …
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.
Many investors contribute to an account like an IRA or a 401(k) to take advantage of tax benefits as they save for their retirement. However, you cannot keep your funds in them indefinitely. Once you reach a certain age, many types of retirement accounts require you to take a minimum withd …
Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, as he dives into the Medicare.
As the Federal Reserve prepares to kick off its major monetary policy conference in Jackson Hole, Wyoming, its tone has become more hawkish. That is pressuring markets, which have rallied in recent weeks as inflation has dipped lower and economic data has remained healthy. The market’s rall …
A bond is a type of debt security that you buy from either a corporation or a government that is trying to raise money. It’s essentially a loan that you are repaid, with interest, in regular, fixed payments for a set time. Bonds are considered a low-risk asset that can provide invest …
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