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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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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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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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Are You a Conservative Investor?

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Are You a Conservative Investor?

Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.

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Intestate Succession

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Intestate Succession

A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass.

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Investment Discipline

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Investment Discipline

One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.

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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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Relax, Reflect, and Roll On

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Relax, Reflect, and Roll On

Published by: Rob Furlong I recently celebrated a milestone birthday doing one of my favorite things in one of my favorite places: riding my bike in the San Juan Mountains of southern Colorado.

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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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