Broker Check

Carlton & Company Commentary

Washington State's Long-Term Care Act: Should I Consider Purchasing My Own Policy?

There is a lot of talk right now about long-term care (LTC), especially with the upcoming implementation of the Washington State WA Care Fund. And, if you are a W-2 employee in the state of Washington, this is a must read. But before I go there, it is important to know what is long-term care insurance and why it may be important in one’s planning.

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What is Our Money For?

A few years ago I authored a 10-part series on retirement, and now I’m aching to revisit the subject. There is just so much to say—between wise old adages, new trends and a collective treasure of good articles—so this is a topic that I plan to write a lot about.

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Most Frequently Asked Client Question of 2020

In 2020 the most common question clients asked me is how can the market keep increasing when the pandemic has been so devastating for businesses and the economy?

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Impact Driven Giving for 2020 and Beyond

As we navigate a global health crisis, a recession and how to best address racial inequality — and all during this turbulent political year-- I think many of us are asking ourselves how we, as individuals, can help create a change that is so desperately needed.

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Common Financial Impacts Facing Women

It’s never too early to begin financial conversations. People can be deeply influenced by how their families talk—or don’t talk—about money as they grow up. Whether financial decisions are met with stress, silence, anger or ease, can make for life-long patterns. The more conversations around money and financial decisions within the home, the more comfortable people are with the subject of money management.

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Is Financial Planning Part of Your Wellness Plan?

We can often be obsessed with the latest health craze—a push for the next thing that could optimize our health. One week it's raw water, the next it's MCT oil. We want to lead a healthy lifestyle: We watch what we eat, buy our food at the right markets, exercise frequently, get enough sleep and try to relieve the stress that can cause health-related issues.

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A Family Conversation

I just returned from Minneapolis from a family visit. Now that my mother is getting a little older and experiencing more health issues, my brothers and I felt it important to have a family meeting, one where we could methodically talk through a host of items to learn my mom's preferences and assign action plans to everyone.

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Sustainable Investing – Who is Driving Its Growth?

The percentage of S&P 500 companies reporting their sustainability efforts increased from just 20% in 2011 to 82% in 2016. 1 Today that number exceeds 85%!

The increase is extraordinary. Consider that Morningstar®, the company recognized for developing the well-utilized investment rating system, recently introduced its Morningstar Sustainability Ratings. This was created to help evaluate how individual mutual funds and ETFs are meeting sustainable practices.

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Sustainable Investing – What the Research Shows

As of September 2016, 1,055 asset managers had signed the UN-backed Principles for Responsible Investment, committing themselves to incorporating sustainability issues into their investment processes1. Many studies have taken place on the merits of sustainable investing. However before I go farther, an introduction of what 'SRI' and "ESG' mean and how the terms evolved is warranted.

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