Brian Armstrong, CFP, Wealth Advisor

06/08/2026

A strong jobs report sounds like good news.

So why did stocks sell off?

That’s the tension investors saw Friday, when the S&P 500 dropped and ended its nine-week winning streak.

This week’s commentary looks at why the market reacted the way it did, and why one tough day may not tell the whole story. https://bit.ly/4olizi8

06/06/2026

Most parents know college is expensive.

Fewer know whether they're actually on track to pay for it.

Whether college is around the corner or years away, a quick check-in today can help uncover gaps, opportunities, and next steps.

See where you stand: https://www.carsonwealth.com/college-readiness-quiz/

06/05/2026

Sometimes the biggest changes in life aren't the ones you planned for.

A new home. A career move. Helping a family member. An unexpected opportunity that suddenly becomes the priority.

The question isn't whether your goals will change. It's whether your financial plan can change with them.

Your goals in life can change. Learn more about how your financial plan can be managed with the flexibility to change with them.

06/03/2026

Retirement isn't just about having enough money saved.

It's also about how you want to spend your time, who you want to spend it with, and what the next chapter of life looks like.

A little planning now can make a big difference later. https://bit.ly/3SfqLnK

Retirement is about more than finances—it’s a life transition. Learn how to prepare financially and personally for a fulfilling next chapter.

06/01/2026

Prices are higher.

Yet consumers continue to spend.

What's making that possible, and what could it mean for the economy and markets if that changes?

This week's commentary takes a closer look at one of the biggest stories beneath today's market headlines. https://bit.ly/4eigAHC

05/30/2026

Most IRA advice starts with a general rule.

Roth if you expect higher taxes later. Traditional if you expect the same or lower tax bracket in retirement.

Helpful, but only to a point.

Your actual contribution options depend on the details. Before you choose Roth or traditional, see what your household may be allowed to contribute: https://bit.ly/3DSygqB

05/29/2026

A Roth IRA conversion is a tax-timing decision.

For some savers, paying taxes now may create more flexibility later. For others, the tax bill may not make sense.

See whether the tradeoff may fit your retirement plan: https://bit.ly/4bK8zYt

Could you benefit from a Roth IRA conversion? Learn about the benefits and when it may make sense for your retirement plan.

05/26/2026

Stocks keep acting like growth is still in charge. Bonds are acting like inflation is still the problem.

That’s the tension underneath this week’s market story. The S&P 500 has climbed for eight straight weeks, but yields have risen across the curve as oil prices, rate expectations and new Fed leadership complicate the read.

Our latest Market Commentary looks at the market through that lens: Growth is still supporting stocks, but the cost of inflation is showing up in bonds. https://bit.ly/49jEoIC

05/23/2026

For many people, their 401(k) is one of the biggest drivers of their future financial flexibility.

The challenge is knowing whether today’s savings pace aligns with tomorrow’s retirement goals.

Our 401(k) calculator can help you get a clearer picture: https://bit.ly/4akMIFJ

05/22/2026

Life insurance can be easy to set and forget.

The problem is, life doesn’t stay where it was when the policy was written.

A new home, a business, retirement, or changing family needs can all change the role coverage plays.

Here’s how to know when to revisit it: https://bit.ly/4dzHWYi

How do you know if you need life insurance? Learn about the value of life insurance and when you should consider purchasing a new policy or updating an existing one.