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January Market Update

With 2020 coming to a close, many have been asking what is in store for the market in the year 2021. The past year has been very tumultuous for the... View Article

The January Effect

            With 2020 coming to a close, many have been asking what is in store for the market in the year 2021. The past year has been very tumultuous for... View Article

How can a Certified Social Security Claiming Strategist Help you? 

Help you determine when you are first eligible to collect benefits and how the age at which you apply will affect the monthly amount you receive. Determine how current employment... View Article

Tax-Loss Harvesting

With the Christmas season in full effect, financial advisors, money managers and stock traders alike are checking their list and checking it twice, for potential tax-loss harvesting opportunities in their... View Article

December Market Update

With the election finally ending and the holiday season right around the corner, it is important to discuss where the market stands and the implications of previous events. This time... View Article

Investor’s Business Daily Year-End Retirement Planning

Don’t Forget These Year-End Retirement Planning Tax Breaks  

Be a Bulldog Investor

The economy is a moving target that, at times, gets better and, at times, gets worse. As an Investor, it’s important to understand this trend instead of allowing your emotions... View Article

Avoid the Debt Time Bomb

A quick check at www.usdebtclock.org shows the U.S. national debt has reached over $20 trillion. If evenly distributed, that’s an average debt of over $63,000 for every man, woman, and... View Article

To Roth or Not to Roth; That Is the Question

One very important tax-law change to pay attention to this year is the rule change that applies to Roth IRAs. This year, the income limitation goes away, so almost everyone... View Article