Author archives for Chelsi Balfour
Blog
Uniform Transfers to Minors Act (UTMA) Accounts
Saving and investing on behalf of a minor is possible with an UTMA account. Read our informational sheet to learn more about these accounts and the potential benefits of opening an UTMA account for a child, grandchild or other minor.
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Carson Investment Research’s Outlook ’23: The Edge of Normal
At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year …
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Let’s Talk About Midterm Elections and Your Investments
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
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What The Two Trillion Dollar Deal Means For You
Late last night, the House finally struck a deal on a $2-trillion stimulus package, titled “The Relief for Workers Affected by Coronavirus Act.”
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IMPORTANT 2019 TAX DEADLINE UPDATES
Steve Mnuchin announced this morning that the Trump Administration will extend the 2020 Income Tax Filing Deadline to July 15th.
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5 Characteristics of Mature Financial Advisors
Many people have used the words fear and panic interchangeably over the last couple of weeks. And to be fair, there’s certainly enough of both in the air these days.
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Wills, Estate Plans & Trusts – Oh My!
If you’re a little lost and maybe even frightened by the idea of tackling legal documents that spell out how to handle your affairs in the event of incapacitation or death, you’re not alone.
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How to Get the Best Deal from Social Security
For many folks, the decision for when to begin Social Security benefits is one of the most important retirement income decisions they will make.
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All the Strings Attached – The Financial Abuse of Elder Parents
He was sent to a nursing home, apart from his wife. He was strong-armed out of his estate assets.
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