10 Questions on Tariffs, the Economy, Markets, and Our Outlook
Ok, tariffs happened. But now what is the big question—for policy, the economy, and obviously, markets? Here are Carson Investment Research’s answers to 10 key questions.
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My Best Piece of Financial Advice for Women
There is a lot of bad advice out there for women, financial and otherwise. My heart breaks for the women in my office in their late 50’s that are facing a divorce and have no idea where their assets are or even what they have. Or, for the 25 year old with $100,000 in student …
The Importance of Portfolio Diversification
The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …
Protecting Your Wealth
Published By Omani Carson It’s a confusing time for ultra-high-net-worth investors who have already accumulated their wealth and need to protect it.
How to Identify and Avoid Fraudulent Communications or “Phishing”
In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, h …
What’s in Your Wallet? A Powerful Portfolio Management Tool
Published by Rob Furlong When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio ma …
Long-Term Care
Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This inf …
