Author archives for Meg Ronspies

    From Washington to Your Wallet: How the Federal Funds Rate Affects Personal Finance

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    From Washington to Your Wallet: How the Federal Funds Rate Affects Personal Finance

    If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, …

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    Pass the Turkey! – Financial Tips for the Season of Giving

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    Pass the Turkey! – Financial Tips for the Season of Giving

    As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner …

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    Improving The Traditionally Allocated Portfolio

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    Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them …

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    4 Simple Steps to Creating an Estate Plan

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    4 Simple Steps to Creating an Estate Plan

    Published by Beth Schanou, JD Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one …

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    5 Reasons It’s Important to Set Financial Goals

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    5 Reasons It’s Important to Set Financial Goals

    Published by Rob Furlong, Portfolio Manager The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was lit …

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    Financial Planning Is About the “Why”

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    Financial Planning Is About the “Why”

    Published by Brad Dillon Many of my clients and prospects confuse financial planning with investment management. There are countless financial professionals touting their expertise regarding investments, and in my 20 years in the profession I have had many conversations with prospective cli …

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    How Emotional Decisions Can Ruin Your Investment Strategy

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    How Emotional Decisions Can Ruin Your Investment Strategy

    More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of …

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    When Can You Retire?

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    When Can You Retire?

    Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retire …

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    Why Diversified Investments Are Crucial

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    Why Diversified Investments Are Crucial

    Published by Tyler Schlumpf There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific …

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    The Benefits of a Company Concierge

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    The Benefits of a Company Concierge

    Published by Katie Sautter Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, departmen …

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