Analyzing Financial Data - Carnegie Investment Counsel

From clients looking at home repair and remodeling projects, from a new roof or windows to a new kitchen, I’m frequently asked which is the best way to withdraw money to pay for these “upgrades.” Should you use your investment account or retirement account, such as an IRA?

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Enon Robot shaking hands with creator

The latest salvo on the death of “traditional” investment advisors has been sent from those promoting the “robo-advisors” method of dispensing advice. The concept of automated wealth management is that the enlightened, new-Millennial are distinctive investors and they don’t have the time to talk with an advisor who can’t beat market performance anyway.

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Iraq war photo of water being dispensed to civilians

Giving 101: As the calendar year approaches its end, many people start receiving what seems like an endless series of requests for charitable donations. Even if you are in the witness protection program, colleges, community organizations, and places of worship know where to find you this time of year! Gifting is a great way to […]

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