Jim CarlsonOct 8, 20223 minUnderstanding the Fee-Only, Fiduciary Advisor ModelThe financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, mo
Jim CarlsonSep 29, 20223 minIs Tax-Loss Harvesting Right for Your Portfolio?Creating a well-diversified portfolio is the foundation of growing wealth. But there’s an aspect that may help increase your overall return
Jim CarlsonSep 12, 20225 minThe College Payment Puzzle for High-Earning FamiliesThose four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be...
Jim CarlsonSep 9, 20224 minIs it Time to Hire a Financial Advisor? How Do You Even Do That?For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a profess