As a CPA Working in Wealth Management, Here’s How I Plan for My Clients
As a CPA Working in Wealth Management, Here’s How I Plan for My Clients Because the biggest threats to your […]
Uncategorized
The Fragile Decade: Why Market Cycles Matter in Retirement
The Fragile Decade: Why Market Cycles Matter in Retirement There is a risk in retirement that does not get nearly
The Fallacy of Market Concentration
The Fallacy of Market Concentration What historical data suggests about concentration and risk in the market A common concern among
How a Popular Internship Taught Me Exactly What Kind of Advisor I Never Wanted to Be
How a Popular Internship Taught Me Exactly What Kind of Advisor I Never Wanted to Be By Mike Clark Twenty-five
Own Your Future: Why Independent Advisors Stand Out
Own Your Future: Why Independent Advisors Stand Out I spent years working at a traditional financial firm, where advisors often
Media Hype vs. Economic Reality
Media Hype vs. Economic Reality News outlets often make economic news sound scarier than it is, grabbing your attention with
IULs for Retirement? Why I Don’t Recommend Them to My Clients
IULs for Retirement? Why I Don’t Recommend Them to My Clients As a Financial Advisor, I’m seeing a troubling trend
Civilian Employees at Scott AFB
Civilian Employees at Scott AFB Secure Your Retirement Amid Uncertainty and Market Volatility If you’re a civilian employee at Scott
Elimination of the Windfall-Elimination Provision
ELIMINATION OF THE WINDFALL ELIMINATION PROVISION (WEP) IN THE SOCIAL SECURITY FAIRNESS ACT ON JANUARY 5, 2025, A HISTORIC CHANGE
Dining Out vs Eating at Home
DINING OUT VS. EATING AT HOME THE FINANCIAL DIFFERENCE WE ALL LOVE A NIGHT Off FROM COOKING, WHETHER IT’S GRABBING