Insights

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree.

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).

There are many ways to give to nonprofit organizations – from dropping off your old couch at Goodwill to volunteering at the local soup kitchen. When it comes to giving money, there are many personal benefits, both emotional and financial.

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 …

Published By B. 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 becau …

More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of …

Published by Tyler Schlumpf There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific …

Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl.

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 …

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.