Taxes….America’s Most Overlooked Trade

As we end 2022, I want to bring up a topic that I typically do not talk about a lot. That is…. taxes. I know […]

Tax Harvesting

This is a term that is thrown around a lot this time of year, but what does it actually mean and does it make sense […]

With markets taking a dive this year, there are a lot of investors asking that very question. It is a tough pill to swallow if […]

If you ask an annuity salesman, the answer would be “whatever you want it to do”. I bring that up because annuities are a very […]

So, right now, we are at a key point in the market for this year. In the S&P 500, we are just below the 4200 […]

If you want to hear the latest buzzword in the financial community, look no further. I’m convinced I’ve heard that word at least 6,000,000 times […]

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