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The 3 Biggest Wastes of Money

The 3 Biggest Wastes of Money

by CarsonAllaria Wealth Management | Aug 17, 2020 | Uncategorized

For anyone who has achieved that state of financial independence, the following does not apply. If you have accumulated enough wealth (or you’re on track to accumulate enough wealth) to meet all of your financial goals, you should enjoy your money. Besides, what is...
Q&A: To Bit or Not to Bit…Should I invest in Bitcoin?

Q&A: To Bit or Not to Bit…Should I invest in Bitcoin?

by CarsonAllaria Wealth Management | Jan 30, 2018 | Uncategorized

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike...
Q&A: What end-of-year planning should I be doing?

Q&A: What end-of-year planning should I be doing?

by CarsonAllaria Wealth Management | Nov 30, 2017 | Article, Portfolio Management, Retirement Planning, Tax Planning

Time is running out this calendar year to take action on important items that need to be addressed before the end of the year. But, there is still time to make some last-minute adjustments before we get to 2018. Here are just a few year-end tips that could help you as...
Who is Overseeing Your Team of Professionals?

Who is Overseeing Your Team of Professionals?

by CarsonAllaria Wealth Management | Nov 28, 2017 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning, Uncategorized

Managing your financial plan can be overwhelming. After all, it’s ultimately up to you to make sure that your investments, retirement plan, estate plan, insurance policies, and taxes are all on track and working efficiently. That can be an intensive task for a...

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    Find Us

    CarsonAllaria Wealth Management
    2246 S. State Route 157, Suite 225
    Glen Carbon, IL 62034

    Serving Greater St. Louis

    Contact Us

    Phone Number: 618.288.9505
    Fax Number: 618.288.9506
    Email: info@carsonallaria.com

    About CarsonAllaria Wealth Management

    CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA), registered with the SEC. You can check our firm and our advisors at adviserinfo.sec.gov.

    CarsonAllaria Privacy Policy
    CarsonAllaria Form CRS

     

    All material provided by CarsonAllaria Wealth Management (CAWM or firm) is for informational purposes only. By accessing or otherwise using this website, you agree to be bound by the terms and conditions set forth below.

    Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced on the website, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).

    No portion of the website shall be construed as a solicitation to buy or sell any specific security or investment product or to engage in any particular investment strategy. In addition, this website shall not constitute the provision of personalized investment, tax or legal advice, and investors shall not assume this website serves as a substitute for personalized individual advice. Information contained on this website may have been derived from third-party sources that CAWM believes to be reliable; however CAWM does not control such information and does not guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Links or references to third-party websites are provided as a convenience and do not constitute an endorsement by CAWM, and the Firm is not responsible for the content of any such websites.

    Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

    *73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

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