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Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more

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What is goals-based planning?

“A goal without a plan is just a wish.”

Is there something you’ve always wanted to do but still haven’t done it? Maybe time constraints are holding you back or you are unsure if your financial resources will accommodate your plans. Or maybe, like a lot of people we meet, you haven’t taken the time to really think about what you want. Read more

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The Importance of Portfolio Diversification

Published by Don Hagan, CFA

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 scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more

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How to Set up a Trust

Published by Beth Schanou, Director of Wealth and Estate Planning

A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

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Should the Affluent Buy Long-Term Care Insurance? Yes, if it’s the right type

Scott Roberts, CPA, CLU

According to LongTermCare.gov, 68% of all people in the United States will require some type of long-term care (LTC) after the age of 65. Decades ago, older and informed people would not survive long in a state where they required significant aid for their daily living. But medical advances have made is so that such people can now live years in relative comfort, even if they need help to do so. On top of that, health insurance costs, especially in the final years of life, continue to spiral upward out of control.

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What’s in Your Wallet? A Powerful Portfolio Management Tool

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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 management tool in my wallet: a library card. Read more

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Investing in Today’s Stock Market? Why Having a Sell Discipline Is Key To Long-Term Success

Chris Nichols

Nichols Wealth Partners

For many investors, the excitement of potentially seeing their money grow is one of the main reasons they invest. The growth of their funds allows investors to accomplish many things like retiring early or “on time”, possibly buying a vacation home or simply seeing their net worth become more robust.

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Helping Your Loved Ones with Long Term Care

Published by Mike Schudel and the Carson Institutional Alliance Investment Committee

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more

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Charitable Planning with a Donor-Advised Fund

Published by Ben Goethel, Director of Wealth Enhancement

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more

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Hanging out with basketball coaching legend Bobby Knight