![Net Unrealized Appreciation (NUA)](https://carverfinancialservices.com/wp-content/uploads/2022/06/dan-2.png)
Net Unrealized Appreciation (NUA)
The net unrealized appreciation (NUA) is the difference between what the you paid for shares of the stock and the ...
![An Update on the Economy](https://carverfinancialservices.com/wp-content/uploads/2022/06/randy-1.png)
An Update on the Economy
Gas prices and inflation have soared to record levels, markets have gyrated and we have seen all of this reflected ...
![Recession Concerns](https://carverfinancialservices.com/wp-content/uploads/2022/06/Randy-2.png)
Recession Concerns
Randy Carver offers some perspective on concerns of a recession. Predicting and timing a recession is nearly impossible and by ...
![Roth Conversions](https://carverfinancialservices.com/wp-content/uploads/2022/06/Kale.png)
Roth Conversions
Minimizing your long-term income tax liability with targeted Roth conversions. Kale Schulz from Carver Financial Services discusses reducing income tax ...
![How Business Owner’s Can Reduce Liability and Increase Profits](https://carverfinancialservices.com/wp-content/uploads/2022/05/Intro-Slide.png)
How Business Owner’s Can Reduce Liability and Increase Profits
Randy Carver and Dan McGinnis from Carver Financial Services Inc. discuss how business owners can attract and retain great employees ...