Feb 28, 2020
Did the Market get a Speeding Ticket?!
Lifestyle, Market Report
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Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.
The Carlson Group
at Hefren-Tillotson
Members of The Carlson Group include Kurt E. Carlson, Kenneth A. Breaden, Cassidy Carlson, and Teresa Davis.
Kurt has been with the firm since 1990 and is an Executive Vice President, CFP® practitioner, a Chartered Financial Analyst charter holder (CFA®) and an Accredited Investment Fiduciary Auditor (AIFA®). He is part of the Asset Management Advisory Board at Hefren-Tillotson, Inc. and is also a co-host on Sunday's "Your Money and You" on KDKA.
Kenneth Breaden has been with the firm since 2012 and is an Associate Advisor and CFP® practitioner. Cassidy Carlson has been with the firm since 2017 and is also an Associate Advisor on the team alongside Kenneth Breaden. Teresa Davis has been with the company since 2016 and is a Financial Assistant on the team.
Kurt, Ken, Cassidy, and Teresa enjoy providing personalized service and ongoing support for their clients, as well as developing and maintaining meaningful relationships with them.
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.
Teresa Davis
Financial Assistant
Articles to Keep You Informed
Articles By The Carlson Group
Dec 30, 2019
Retirement Assets impacted by SECURE Act!
Uncategorized
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Nov 5, 2019
Misery loves “company”?
Investing Concepts, Market Report
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Oct 29, 2019
Stocks, Bonds, Gold, Oil … Moving Together
Investing Concepts, Market Report
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Sep 12, 2019
The Battle of the (Savings) Bonds!
Financial Planning, Investing Concepts
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Sep 5, 2019
Yield curve inversion: friend or foe?
Investing Concepts
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Aug 29, 2019
Amazon and Taxes!
Lifestyle
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Watch and learn
Videos With The Carlson Group
Inside the Markets: One Year Later
49:47.
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with Kurt Carlson, CFP®, CFA®, AIFA®, Jonathan Bernstein, CFA®, CFP®, Brian J. Koble, CFA®, Timothy Davis
Hefren-Tillotson: Market Insights – Webinar Recording – July 16, 2020
44:49.
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with James G. Meredith, CPA/PFS, Brian J. Koble, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®
“History doesn’t repeat itself, but it often rhymes” – Part 2 – Webinar Recording – April 30, 2020
59:05.
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with James G. Meredith, CPA/PFS, Brian J. Koble, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®
“History doesn’t repeat itself, but it often rhymes” – Webinar Recording
40:11.
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with Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®, James G. Meredith, CPA/PFS
Pre-Retirement Years – Part 1
04:46.
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with Kurt Carlson, CFP®, CFA®, AIFA®