Carol Wilshire, CFP®
Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
For individuals and families, 529 plans offer more than just tuition savings—making them indispensable tools for your wealth strategy.
For individuals and families, 2026 presents both challenges and opportunities. Commit to resolutions for resilience, growth and legacy.
Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.
Want better financial health in the year ahead? Focus on these four things.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
Sharing how to reduce financial stress when a marriage ends.
Financial advisor Carol Wilshire shares these tips on teaching children about finances.
The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.
European stocks look set to benefit from reflation, but heavier bond supply and tighter investor demand are likely to push yields higher.
