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Seven Financial Actions to Consider Before 2017

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Seven Financial Actions to Consider Before 2017

Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st.

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Conviction: A Portfolio Manager’s Secret Weapon

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Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students.

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Reviewing and Updating Your Estate Plan

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Reviewing and Updating Your Estate Plan

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events.

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How to Hit a Win/Win/Win

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How to Hit a Win/Win/Win

Written by Chuck Mackie, Maven Wave Partners and 3Points Communications For the past five years, I have been the co-chairman of a fundraising event here in Chicago called ALTSO Rocktoberfest and it has taught me that it’s possible to have a win/win/win situation: doing well for yourself and having a good time while doing good for others.

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Be a Math Teacher and Prepare Your Clients for Success

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Be a Math Teacher and Prepare Your Clients for Success

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

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Complex Financial Planning

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Complex Financial Planning

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best?

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Balancing College Funding with Retirement Savings

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Balancing College Funding with Retirement Savings

Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.

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The Power of Passing it Forward

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The Power of Passing it Forward

Published by Jim Quigley I recently attended my first college scholarship night. The students and parents sat in the audience as 30 separate presenters told their scholarship story and called up the chosen student to receive their award.

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Doing Good Gets More

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Doing Good Gets More

For the last several years I have had the privilege of traveling with family, friends and strangers to serve the poor overseas.

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The Inside Secret about Giving

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The Inside Secret about Giving

A few winters back a friend invited my Dad to roll up his sleeves and make a difference at Feed My Starving Children. As a father of three, I am fortunate that my Dad used this opportunity to open Jersey and Piper (his granddaughters/my girls) to a life outside their bubble. Heading to FMSC the girls kept asking, “What’s in it for us?”

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