Buckley Investment Group, LLC

04/03/2026

Not all charitable giving is set up the same way.

The timing, assets, and approach you use can influence taxes and long-term planning decisions. Here’s what to consider before you give: https://pages.buckleyinvestments.com/EvnAAG_webinar?key=Charitable-Giving-In-Financial-Planning

04/01/2026

We’re excited to share some big news—Buckley Investment Group is now Carson Wealth!

It’s the same people, same service you know and trust—just under a new name that reflects our strong, long-standing partnership with Carson.

We're honored to officially align under the Carson Wealth brand and continue helping our clients pursue their financial goals with even more support and resources.

📞 (509) 522-1600
👍 https://www.facebook.com/carsonwealth/

Carson Wealth serves clients through holistic financial planning, disciplined investment strategies a

04/01/2026

Not every asset is the right one to give away.

If it still plays a role in your income, lifestyle, or long-term plans, timing affects more than just taxes. It can change control and what your heirs may ultimately owe.

Here’s what to think through first: https://buckleyinvestments.com/insights/blog/to-give-now-or-give-later/

03/30/2026

Between the war in Iran and growing concerns around AI, it’s been a noisy stretch for markets.

But volatility like this isn’t unusual, even in strong years.

Earnings are still holding up. Pullbacks happen. And when fear builds, it can signal that much of the bad news is already priced in.

Here’s how we’re thinking about what’s happening now and why the AI crash narrative may not hold up.

Explore the full analysis: https://www.buckleyinvestments.com/insights/blog/market-commentary-five-timeless-lessons-for-volatile-markets-and-why-the-ai-crash-narrative-doesnt-add-up/

03/28/2026

Planning for college isn’t just about saving.

It’s how those savings hold up across tuition, multiple children, and the timing of when those costs hit.

Many parents don’t realize the gaps until they’re closer to the moment.

This quiz helps you assess your readiness and what may need attention: buckleyinvestments.com/college-readiness-quiz/

03/27/2026

A will outlines what happens to your assets.

A trust can shape how and when they’re distributed.

Most people assume one is enough. In many cases, it’s not that simple.

This breakdown walks through where each fits and what to consider: buckleyinvestments.com/insights/blog/estate-planning-simplified-understanding-wills-trusts/

03/25/2026

Estate planning tends to become urgent at the worst possible time.

Without a plan in place, families are left sorting through accounts, decisions, and paperwork without clear direction.

If the basics aren’t documented yet, this checklist outlines what needs to be in place.

Use it to get your plan started: https://pages.buckleyinvestments.com/EvnAAG_resource?guidekey=estate-planning-checklist

03/23/2026

The Fed held rates steady, but the outlook remains uncertain.

At the same time, inflation pressures may be building while growth expectations continue to hold.

That tension is shaping market behavior right now.

Here’s how it all connects: https://buckleyinvestments.com/insights/blog/market-commentary-fear-is-high-and-the-fed-seems-befuddled-but-fundamentals-are-good/

03/21/2026

Both Roth IRAs and traditional IRAs can play an important role in retirement planning.

The challenge is understanding which one may work better for your situation.

Our calculator helps show how different IRA contribution strategies could affect your retirement savings.

Use the Roth vs. traditional IRA calculator: https://buckleyinvestments.com/calculator-roth-ira-traditional-ira/

03/20/2026

Unexpected events can leave families trying to make important decisions without clear authority.

A power of attorney can help allow someone you trust to manage financial matters or make healthcare decisions if you’re unable to do so yourself.

Here’s a closer look at how powers of attorney work and why many people include them in their estate planning: https://buckleyinvestments.com/insights/blog/why-you-might-need-a-power-of-attorney/

03/18/2026

Many women say their biggest financial worry isn’t investing. It’s paying too much in taxes.

Over the next two decades, $51 trillion is expected to transfer to women. How that wealth is taxed will matter just as much as how it’s invested.

In this conversation, we walk through strategies like Roth conversions, asset location, and smarter withdrawal planning.

Watch the full discussion: https://buckleyinvestments.com/insights/blog/tax-smart-strategies-webinar/

03/16/2026

The conflict in the Middle East is beginning to show up in markets.

Oil prices have surged, inflation risks are rising again, and the Federal Reserve may have fewer options than investors expected just a few months ago.

At the same time, we’re seeing signs of real fear in the market — something that has often appeared near major turning points.

In this week’s Market Commentary, we break down what the conflict could mean for inflation, interest rates, and stocks in the months ahead.

Read the full analysis: https://buckleyinvestments.com/insights/blog/market-commentary-middle-east-conflict-may-move-the-fed/