Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar …
Published by Mark Petersen and the Carson Group Partners Investment Committee Every new administration in Washington D.C. has an agenda which results from the November election results. Candidates have talking points on the campaign trail. The winner believes that he or she has a ‘mandate’ …
Published by Scott Kubie, Senior Investment Strategist The French elections starting on April 23 are the biggest market moving political event until the recently called British elections. Below are five things to keep in mind that may prevent you from overreacting to a negative outcome in round one:
Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. Download Guide
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 …
Published by Pete Mullen, Relationship Manager Have you ever been in a hurry at the grocery store and decided to use the automated check-out line, instead of waiting the extra minute to get in line and have a human check your groceries out for you? Well, if your experience was anything like …
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 …
