By Carson Group
Published by Teresa Milner, Wealth Advisor Some of us have an unhealthy relationship with our money. When you hear the word “sale,” do you go and buy things just because you think it’s a good deal? How many clothes have you bought just because they were 50% off, but then never even taken th …
By Meg Ronspies
Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides signi …
Published by Scott Kubie, Senior Investment Strategist | LinkedIn The S&P 500 is coming up on one of its longest streaks ever. November was the 11th straight month this year that the S&P 500, including dividends, has increased. We don’t know of any year where the index has increased …
By Mark Lookabill
Published by Mark Lookabill, Wealth Advisor | LinkedIn We spend a fair amount of time talking with our clients about the creation and ongoing monitoring of their Family Index Number. For many, this is an endeavor that they may ultimately not ever utilize. However, I am passionate about stre …
