Insights

Filter by:
Quarterly Market Outlook: Q1 2020

Videos

Quarterly Market Outlook: Q1 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Read More
Weekly Market Commentary – February 10, 2020

Market Commentary

Weekly Market Commentary – February 10, 2020

The coronavirus showed some signs of slowing the pace of its expansion even as the number of fatalities surpassed the SARS crisis. Efforts to contain the virus are shrinking consumption in China and affecting diverse industries, such as auto manufacturing, oil, and luxury goods.

Read More
Financial Caregiving for Those With Alzheimer’s and Dementia

Monthly Newsletters

Financial Caregiving for Those With Alzheimer’s and Dementia

On an otherwise normal Thursday afternoon, a reporter had lunch with a resident from a memory care facility. Apparently, he asked for details on some kind of story and the confused patient was happy to comply and enjoyed the meal out. Then the police showed up.

Read More
How do Tax Brackets Work?

Videos

How do Tax Brackets Work?

Read More
Weekly Market Commentary – February 3, 2020

Market Commentary

Weekly Market Commentary – February 3, 2020

The coronavirus continued to spread in China and around the world. Concerns about the virus and measures to prevent its spread will likely reduce economic activity in the first quarter. Interest rates moved lower, and the 10-year Treasury bond yield moved below short-term rates, which indicates concern about the strength of economic growth.

Read More
3 Roth Conversion Traps To Avoid After The SECURE Act

News

3 Roth Conversion Traps To Avoid After The SECURE Act

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.

Read More
How to Use a Trust as a Financial Planning Tool

Blog

How to Use a Trust as a Financial Planning Tool

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

Read More
Working in Your Practice and On Your Practice (and Your Financial Life)

Blog

Working in Your Practice and On Your Practice (and Your Financial Life)

By: Mike Gertsema Over the four decades plus of my business career, I’ve been very fortunate to have great business coaches and mentors guide me. A consistent message from my mentors and coaches was “Mike, instead of working in your practice, block out time to work on your practice.” I naturally love working in the practice and working on the practice at first felt awkward. As I worked on my practice, I found – with the help of professionals – I was able to make better decisions in business. How to expand, the wisest way to move forward, how to...read the full article

Read More
Weekly Market Commentary – January 27, 2020

Market Commentary

Weekly Market Commentary – January 27, 2020

In a week in which impeachment news produced the top headlines, markets reacted more to news about a virus in central China. A coronavirus apparently coming from an open-air food market in Wuhan raised concerns the Chinese would reduce spending just as the Chinese New Year vacation is starting.

Read More
Client Experience

Videos

Client Experience

Read More