Blog

  • November 25, 2022
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  • Uncategorized, What's New

Tax Harvesting

This is a term that is thrown around a lot this time of year, but what does it actually...

  • October 10, 2022
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  • Uncategorized, What's New

Is Buy and Hold Really Worth it?

With markets taking a dive this year, there are a lot of investors asking that very question.  It is...

  • September 16, 2022
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  • Uncategorized, What's New

What do annuities actually do anyway?

If you ask an annuity salesman, the answer would be “whatever you want it to do”.  I bring that...