The Ingredients for an 11 for 11 Market

Published by Scott Kubie, Senior Investment Strategist | LinkedIn The S&P 500 is coming up on one of its longest streaks ever. November was the 11th straight month this year that the S&P 500, including dividends, has increased. We don’t know of any year where the index has increased …

The Benefits of Having a Family Index Number

Published by Mark Lookabill, Wealth Advisor | LinkedIn We spend a fair amount of time talking with our clients about the creation and ongoing monitoring of their Family Index Number. For many, this is an endeavor that they may ultimately not ever utilize. However, I am passionate about stre …

Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

Published by Scott Ford, Member of the Investment Committee for Carson Group Partners Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted tha …

5 SMART Tips for Your Wealth and Wellness

Yes, it’s fall…already! Time is such a precious commodity, so make sure you are making the most of it you’re granted. I recently returned from a trip to Estes Park and Rocky Mountain National Park with my sisters- time well spent! We are making memories that will last a li …

Should You Pay Down Your Debt or Invest Your Money?

One of the most common questions clients ask me, is whether they should pay down their debt or invest the extra money in the market. Most of us carry some percentage of debt in our balance sheets. Some of us don’t mind having debt.

My Favorite Financial Planning Tool

Published by Ron Carson The digital world is filled with financial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement.

Financial Planning is for Everyone

Published by Beth Schanou Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to emb …

3 Ways to Manage Emotional Investing

Published by Jessica Golson This deep into one of the longest bull markets in recorded history, some investors are beginning to ask how much longer this will last and what should they do. Well, I’m not going to answer that question or make market predictions, but I will go over an essential …

Medicare 101: What You Need to Know

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases.

Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies.

Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen.

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