Julia Carlson |

The wait is over; spring is here. Recently, the S&P 500 Index and Nasdaq Composite notched a fresh all-time closing high. It's been a tough road back to new

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Julia Carlson |

It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is

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Julia Carlson |

This year’s tax season brings major adjustments for taxpayers, tax preparers and the IRS alike due to changes created by the Tax Cut and Jobs Act (TCJA).

One

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Julia Carlson |

With the recent government shutdown and the personal stories of Americans not being able to pay their mortgage or buy food for their families, I feel compelled

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Julia Carlson |

Happy New Year everyone! Let’s take a look back on 2018 and then consider what 2019 holds for investors. 2018 kept investors on the edge of their seats. Trade

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Julia Carlson |

The holidays are a time to reflect on the most important parts our lives: our loved ones. The busyness of the season can sometimes get in the way of enjoying

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Julia Carlson |

October was a scary month for investors. While many financial analysts are still calling for a higher year-end finish, the equity markets are experiencing a

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Julia Carlson |

This week I am going off topic and want to share what I learned attending a Tony Robbins Conference recently. As an entrepreneur and financial adviser, I always

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