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Sep 2, 2026
Should I give my kids money now or leave it as an inheritance?
Should I give my kids money now or leave it as an inheritance? Should you financially help your kids now, or wait and lea ...
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Sep 1, 2026
I Just Received an Inheritance. What's the First Thing I Should Do?
I Just Received an Inheritance. What's the First Thing I Should Do? If you just received an inheritance, your first ques ...
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Sep 1, 2026
I Inherited Money. Can I Retire Early?
I Inherited Money. Can I Retire Early? If you inherit a significant amount of money, you may immediately wonder: Can I re ...
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Sep 1, 2026
Can You Say No to an Inheritance? | What It Means to Disclaim an Inheritance
Can You Say No to an Inheritance? | What It Means to Disclaim an Inheritance It might sound contradictory, but sometimes ...
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Sep 1, 2026
What Happens When You Inherit Money in a Trust? | Understanding Trust Distributions
What Happens When You Inherit Money in a Trust? | Understanding Trust Distributions Not all inheritances work the same wa ...
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Sep 1, 2026
How Do I Keep My Inheritance Separate From My Spouse?
How Do I Keep My Inheritance Separate From My Spouse? If you inherit money while you're married, you may find yourself as ...
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Sep 1, 2026
Carnegie Investment Counsel
@CarnegieInvest September brings plenty for investors to watch: elevated interest rates, AI spending that reaches well beyond technology, and questions about the strength of the consumer. Our investment team takes a closer look in the September Market Commentary: hubs.la/Q04w3LHt0
Carnegie Investment Counsel
@CarnegieInvest September brings plenty for investors to watch: elevated interest rates, AI spending that reaches well beyond technology, and questions about the strength of the consumer. Our investment team takes a closer look in the September Market Commentary: hubs.la/Q04w3LHt0
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Aug 31, 2026
Carnegie Investment Counsel
@CarnegieInvest Roth conversions aren’t one-size-fits-all. In @finplan, our SVP & Wealth Advisor Alex Velazquez explains why advisors should evaluate conversions year by year, considering charitable giving, income gaps, longevity, and estate planning. Full articleshorturl.at/SPRRxjS
Carnegie Investment Counsel
@CarnegieInvest Roth conversions aren’t one-size-fits-all. In @finplan, our SVP & Wealth Advisor Alex Velazquez explains why advisors should evaluate conversions year by year, considering charitable giving, income gaps, longevity, and estate planning. Full articleshorturl.at/SPRRxjS
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Aug 25, 2026
Carnegie Investment Counsel
@CarnegieInvest Long-term Treasury yields have risen to levels last experienced in 2007. But what does that actually mean for investors? Our newest blog looks beyond the headlines at what’s driving today’s bond market and the opportunities and rishubs.la/Q04vdMdV0IyiJ
Carnegie Investment Counsel
@CarnegieInvest Long-term Treasury yields have risen to levels last experienced in 2007. But what does that actually mean for investors? Our newest blog looks beyond the headlines at what’s driving today’s bond market and the opportunities and rishubs.la/Q04vdMdV0IyiJ
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Aug 23, 2026
Carnegie Investment Counsel
@CarnegieInvest Join our Dir. of Research, Greg Halter, live on @BBCWorld tomorrow to discuss expectations for key upcoming earnings and housing economic data. He’ll share what investors should watch for & where he sees potential opportunities. Tune in at 9:30 am Ehubs.la/Q04tV5D_0jEkS
Carnegie Investment Counsel
@CarnegieInvest Join our Dir. of Research, Greg Halter, live on @BBCWorld tomorrow to discuss expectations for key upcoming earnings and housing economic data. He’ll share what investors should watch for & where he sees potential opportunities. Tune in at 9:30 am Ehubs.la/Q04tV5D_0jEkS
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Aug 21, 2026
Carnegie Investment Counsel
@CarnegieInvest Our Director of Research Greg Halter joined @SchwabNetwork to discuss strong corporate earnings, tariff refunds and the enduring strength of the U.S. consumer. Watch the full interview: shorturl.at/EPUzB
Carnegie Investment Counsel
@CarnegieInvest Our Director of Research Greg Halter joined @SchwabNetwork to discuss strong corporate earnings, tariff refunds and the enduring strength of the U.S. consumer. Watch the full interview: shorturl.at/EPUzB
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Aug 20, 2026
Carnegie Investment Counsel
@CarnegieInvest Is a Roth conversion worth considering? Your current tax bracket is only one piece of the equation. RMDs, Medicare premiums, Social Security taxation and your estate plan can all factor into the decision. hubs.la/Q04tHyG80
Carnegie Investment Counsel
@CarnegieInvest Is a Roth conversion worth considering? Your current tax bracket is only one piece of the equation. RMDs, Medicare premiums, Social Security taxation and your estate plan can all factor into the decision. hubs.la/Q04tHyG80
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Aug 13, 2026
Carnegie Investment Counsel
@CarnegieInvest If you're single with no kids, state law decides your funeral arrangements. Not you. Our latest blog explains 2 ways to take that power back. hubs.la/Q04sWsC10
Carnegie Investment Counsel
@CarnegieInvest If you're single with no kids, state law decides your funeral arrangements. Not you. Our latest blog explains 2 ways to take that power back. hubs.la/Q04sWsC10
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Aug 5, 2026
Carnegie Investment Counsel
@CarnegieInvest The AI investment story continues to shape markets. Our Director of Research Greg Halter spoke with @Bloomberg about why major AI infrastructure investments from companies like SpaceX have implications for the broader economy. Read more: shorturl.at/10Loj
Carnegie Investment Counsel
@CarnegieInvest The AI investment story continues to shape markets. Our Director of Research Greg Halter spoke with @Bloomberg about why major AI infrastructure investments from companies like SpaceX have implications for the broader economy. Read more: shorturl.at/10Loj
Tweeted
Aug 3, 2026
Carnegie Investment Counsel
@CarnegieInvest Market leadership may be starting to broaden beyond AI. Our August Market Commentary looks at: • Earnings season • AI spending & free cash flow • The Fed's next move • Geopolitical risks • Why diversification still matters #Invhubs.la/Q04rDcGl03TDPqGOGIR
Carnegie Investment Counsel
@CarnegieInvest Market leadership may be starting to broaden beyond AI. Our August Market Commentary looks at: • Earnings season • AI spending & free cash flow • The Fed's next move • Geopolitical risks • Why diversification still matters #Invhubs.la/Q04rDcGl03TDPqGOGIR
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Jul 29, 2026
Illiquid Investments: Can You Afford to Lock Up Your Money?
Illiquid Investments: Can You Afford to Lock Up Your Money? One of the biggest considerations when considering illiquid i ...
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Jul 29, 2026
Carnegie Investment Counsel
@CarnegieInvest One of the biggest considerations when considering illiquid investments: When will you need your money? In this clip, Michael Curry, CFP®, explains why proper sizing and thoughtful planning matter just as much as the investment itself. #WealthManagement #FinancialPlanningR
Carnegie Investment Counsel
@CarnegieInvest One of the biggest considerations when considering illiquid investments: When will you need your money? In this clip, Michael Curry, CFP®, explains why proper sizing and thoughtful planning matter just as much as the investment itself. #WealthManagement #FinancialPlanningR
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Jul 28, 2026
Markets, AI, Inflation & Investing: What We're Watching in Q2 2026
Markets, AI, Inflation & Investing: What We're Watching in Q2 2026 Looking for a 2026 stock market update or wondering ho ...
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Jul 14, 2026
Markets, AI, Inflation & Investing: What We're Watching | Front Row with Carnegie - Q2 2026
Markets, AI, Inflation & Investing: What We're Watching | Front Row with Carnegie - Q2 2026 Looking for a 2026 stock mark ...