Tom Carson, AWMA - LPL Financial Advisor, Waddell & Reed

Tom Carson, AWMA - LPL Financial Advisor, Waddell & Reed No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, “Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
07/22/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
07/20/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
07/17/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

You can help ensure that losing your wallet doesn't turn into something bigger.
07/15/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A home warranty may make sense, but you need to set proper expectations.
07/13/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
07/10/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
07/08/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
07/06/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

What actually happens when the U.S. government shuts down?
07/03/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

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