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Are the S&P and Dow Headed for All-Time Highs?

Blog

Are the S&P and Dow Headed for All-Time Highs?

Published by Debra Taylor, CPA/PFS, CDFA, JD | April 25, 2016 Last week, the S&P 500 rose above the 2,100 level for the first time since December 2015.  And the Dow Jones pushed above the 18,000 level, which has been the “talk of the town” on Wall Street. 

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In Honor of Tax Day: Tax Rates Across America

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In Honor of Tax Day: Tax Rates Across America

Published by Debra Taylor, CPA/PFS, CDFA, JD | April 18, 2016 In case you didn’t know, state and federal taxes are very different!  Generally speaking, federal income taxes are non-negotiable.  What does this mean?

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Resources

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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Wealth Designed. Life Defined.

Videos

Wealth Designed. Life Defined.

Debbie talks about what it means to live a life with purpose.

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Estate Planning

Blog

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! Click here to open fullscreen

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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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WealthMatch Process

Videos

WealthMatch Process

Success is the result of planning, determination and hard work.

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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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