618.288.9505 info@carsonallaria.com

Portfolio Management

We believe in low cost, evidence-based, global investment strategies.

Investor Risk Tolerance Assessment

Optimal Asset Allocation Recommendations

Ongoing Portfolio Rebalancing and Monitoring

Behavioral Investing Education

Academically Inspired, Evidence-Based Investing

Low-cost, Diversified, Global Investment Strategies

Tax-Efficient Portfolio Management

Portfolio Performance Reporting and Benchmarking

Evidence-Based, Diversified Strategies

By leveraging our portfolio management services, which is grounded in academic research, you will participate in a structured and disciplined investment process, transparent and conflict-free recommendations, and most importantly, continuous training, education, and advice about how to allocate given the scope of your objectives, time horizon, and overall financial plan.

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Additional Portfolio Management Resources

How Many Jellybeans Does it Take to Price a Stock?

Imagine a jar is filled with a large number of jellybeans and you have to guess the quantity that is inside the jar. It would be a daunting task for anyone. But, this exercise can offer valuable insight into how market prices are set, and if they are fair and accurate…

How Can I Get On Track for Retirement?

In my experience, I’ve found that many people want to get on track toward retirement, but don’t take action because they feel overwhelmed. Here are a few simple changes that could end up having a significant impact on your long-term retirement plan…

Here’s the Prescription

Improving someone’s financial health is a lot like improving their physical health. The challenges include diagnosis of the current situation, development of the appropriate course of action, and sticking with the treatment plan. Click here to read…

What Positive Financial Moves Can I Make in 2019?

A new year brings a fresh start and a sense of new opportunities. It’s a great time to set goals and make improvements in all areas of life. Financial goals are, of course, wonderful goals to focus on in any year. But, it can be difficult to know where…

Christmas Cookie Investing

There are many treasured parts of the holiday season, including the lights, gifts, and the joyful atmosphere. But, there is one part of the Christmas holiday that seems to be a favorite for those young and old; Christmas cookies.

Lessons from Vegas on Behavioral Finance

Our firm recently attended a conference on for 401(k) plan advisors and that conference happened to be in lively Las Vegas, Nevada. The conference demanded much of our time, but of course, if you walk just about anywhere in Vegas, you’ll see…

Why Robots Are Bad Financial Advisors

In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and investment Management platforms. And, with the increasing capabilities of trading platforms, retirement calculators, and auto-

Should I Accept my Pension Buyout Offer?

As employees covered by defined pension plans approach retirement, companies are looking for ways to remove themselves from their obligations by offering pension buyouts. For example, instead of providing the retired employee with…

HSAs: A Best-Kept Secret?

HSAs are somewhat of a hidden gem in the investment world. In many of my own client interactions, I find that people may have a decent understanding of an HSA, but they may not fully be aware of all the advantages that go along with using one. HSA stands for Health...

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

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 out our firm and our advisors at adviserinfo.sec.gov.

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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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