Carry Learning Center

Your Behind the Scenes Look at Carry New to Carry or just curious? We put together this short demo and product walkthrough to help you see how Carry can simplify your finances and tax savings as a business owner. We’ll cover everything from setting up your account to advanced tax strategies that you can do in a [...]

If you’re enrolled in a 401k plan with your employer, you’re likely already using recurring contributions and automated investing. Part of your paycheck gets deposited into your 401k plan and automatically invested into your portfolio of mutual funds. Your retirement savings grow on autopilot without you having to remember to deposit money into your plan [...]

Biden’s Inflation Reduction Act (IRA) in 2022 made a massive investment in climate, calling for $369 billion in tax incentives for investment in green energy, like solar projects. The tax benefits to come out of this make investing in solar projects the best tax saver for anyone with a high W-2 or business owner income. [...]

Investors can defer taxes on capital gains, or eliminate them entirely, by investing in Qualified Opportunity Zones (QOZ) through Qualified Opportunity Funds (QOF). Investors can defer capital gains taxes from other investments by rolling over their realized gains into a QOF.  The deferral lasts until the investment in the QOF is sold or exchanged, or until December [...]

Average stock market returns: The stock market’s average annual return is 12.74% over the past 10 years, 8.14% over the past 20 years, 9.64% over the past 30 years, and 11.6% over the past 40 years. The S&P 500 was created in 1928, and the average return since then is 9.82%. However, it wasn’t until 1957 [...]

The average expense ratio of index funds, ETFs, and mutual funds can vary depending on the specific fund, its asset class, the fund provider, and other factors. In this article, we’ll learn what an expense ratio is, how it’s calculated, the average expense ratio, and how it affects your portfolio. [...]

Active and passive investing are two approaches to managing investment portfolios. The main difference between the two lies in how investment decisions are made and how the portfolio is managed. TLDR; Active investing involves a human investor picking and choosing individual investments to try and outperform the market. The performance of an actively invested fund depends [...]

Index funds, exchange-traded funds (also known as ETFs), and mutual funds are similar investment products. By doing one transaction, you’re able to own a small percentage of all its underlying assets. Instead of purchasing a single stock, or individually purchasing multiple different stocks, you can purchase one index that gives you access to a group of [...]

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