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Seven Financial Actions to Consider Before 2017

Published by Scott Ford

The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st. Read more

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Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee

Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

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Reviewing and Updating Your Estate Plan

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events. Read more

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Be a Math Teacher and Prepare Your Clients for Success

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical. Read more

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Complex Financial Planning

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? Read more

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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. Read more

High-Frequency-Trades

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We’re Buying Pieces of Companies

“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch Read more