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What questions should you be asking your financial advisor?

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What questions should you be asking your financial advisor?

Here are a few tips and questions to ask your financial advisor when you are trying to determine if they are the right fit for you.

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How much do I need to Retire?

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How much do I need to Retire?

How much do you need? There are many factors that play into what that number may be. Contact us if you would like to learn what your number may be.

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What does a financial planner do?

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What does a financial planner do?

A lot of people wonder what exactly a financial planner can do for them. Here is a couple of the ways we work with our clients. Contact us if you would like to learn more.

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The importance of setting goals

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The importance of setting goals

Why is it so important for people to set goals? Goals can help to be your roadmap and much more. Contact us if you would like to work on goal setting.

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Why I became a financial advisor

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Why I became a financial advisor

What is it that drives you to do what you do?  Brennen explains why he decided to get into the industry he did.  Contact us if you would like to learn more about what we do.

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Quarterly Market Outlook: Q4 2019

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Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Quarterly Market Outlook: Q3 2019

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Quarterly Market Outlook: Q3 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Q2 2019 Quarterly Market Update

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Q2 2019 Quarterly Market Update

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Q1 2019 Quarterly Market Update

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Q1 2019 Quarterly Market Update

Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.

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How Can you Navigate a Volatile Market?

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How Can you Navigate a Volatile Market?

We’ve seen some intense market swings in the last few months, spearheaded by a crazy holiday week of ups and downs. These steep dips can cause worry amongst investors. But what does that mean exactly? Brett Carson, Director of Research, discusses how we can adjust our strategies in times like this.

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