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Be a Math Teacher and Prepare Your Clients for Success

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Be a Math Teacher and Prepare Your Clients for Success

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

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Complex Financial Planning

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Complex Financial Planning

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best?

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Balancing College Funding with Retirement Savings

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Balancing College Funding with Retirement Savings

Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.

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It’s Officially a Brexit

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It’s Officially a Brexit

Britain officially voted for Brexit against market expectations. On June 23rd, British citizens voted roughly 52% to 48% to leave the European Union. Gold prices jumped 8% in response while oil fell 6% and the British pound sterling fell nearly 11% as traders fled the currency. Short term, we expect market volatility to pick up – Asian markets’ response and the Dow Jones Industrial Average futures swinging wildly overnight as the results came in may be a bellweather of what’s to come. Intermediate term, the U.K. has a lot to work out – All political accords, treaties, trade agreements and...read the full article

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Passive vs. Active Investing

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Passive vs. Active Investing

Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years.

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What is the Difference Between a Will & Trust?

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What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages.

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Bipartisan Budget Act of 2015 and Social Security Changes

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Bipartisan Budget Act of 2015 and Social Security Changes

There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.

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Why You Shouldn’t Manage Your People Like “Robo Amazon”

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Why You Shouldn’t Manage Your People Like “Robo Amazon”

Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”

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How to Live a Steve Jobs Life—On Your Own Terms

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How to Live a Steve Jobs Life—On Your Own Terms

Published by Scott Ford “If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

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Challenges of Textbook Portfolio Management Theories

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Challenges of Textbook Portfolio Management Theories

Published by Jake Bleicher The more time I spend in the real world of finance, the more I question the rationale of textbook theories.

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