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Diversified Growth

Videos

Diversified Growth

Watch this video to learn about the Diversified Growth strategy.

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Diversified Tactical

Videos

Diversified Tactical

Watch this video to learn about the Diversified Tactical Strategy.

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All Seasons

Videos

All Seasons

Check out this video to learn about this strategy.

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Estate Planning

Videos

Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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Free Guides

Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning

Infographics

Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in!

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Balancing College Funding with Retirement Savings

Blog

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

Blog

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

Blog

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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Financial Fitness

Videos

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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