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Facts Vs Feelings Take 5 – Is This Normal?

Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we dive into recent market volatility, policy uncertainty, and whether a recession is on the horizon. With stocks swinging daily, we break down what’s normal, what’s not, and why investors shouldn’t panic. Pl …

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Without A Plan

Published By Michele Schreck, Wealth Advisor Do you have a plan for your financial future? Life happens and we may not always work on our financial priorities until we are nearing retirement. Suddenly, you’re left asking yourself, “I want to retire in a few years, will I be okay? Can I do t …

Where There Is A Will – There Is A Way

Published by Cliff York Statistics show that humans have a 100% mortality rate. Yet, nearly 6 out of 10 of Americans are unprepared for the inevitable*. End of life planning isn’t fun. It can seem morbid, depressing and even a little scary. But, it’s also a critical aspect of managing your …

Nelly Volunteers: More Proof She’s a Very Good Girl

Written by Nelly Carson, with lots of help from Jeanie Carson Throughout history, my kind has done our very best to prove we’re worthy of being called a Good Boy or a Good Girl. Sure, we don’t have much competition among other house pets – cats have major attitude, turtles lack potty traini …

4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, p …

Comfort: A Word We Need To Think About For Our Families

Published By Patrick Carter, CPA If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid because …

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