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2022

Tax And Financial Planning Ideas For 2023 (11/19/2022)

Roth Strategies For High Earners And Business (5/5/2022)

Why Now May Be A Good Time For A Roth Conversion (5/10/2022)

2021

How Your Roth IRA Is Like A Fine Bottle Of Wine (1/20/2021)

The Biggest Reasons You Don’t Control 401k Costs (6/1/19)

5 Strategies To Reduce Investment Taxes (4/24/2021)

Four Bond Market Risks That Can Impact Your Investment Portfolio (3/9/21)

Nine Risks To The Stock Market Rally (8/4/21)

2020

7 Reasons Why The Stock Market May rise In 2021 (12/2/2020)

Trump Versus Biden: Who Is Better For The U.S. Stock Market? (9/29/2020)

The Fed Is Raising A Spoiled Teenager (7/1/2020)

Is The Stock Market Rally Putting Investors At Risk? (5/27/2020)

8 Planning Tips For A More Enjoyable Retirement (3/9/2020)

3 Questions To Ask Yourself Before You Retire (12/29/2020)

5 Tips To Help You Prepare For The Next Market Crash (5/19/2020)

What Investors Can Do Now (04/13/2020)

4 Risks To The Current Stock Market Rally (1/22/2020)

A Potential Risk To The Stock Market: The Return Of Inflation (1/3/2020)

2019

The Most Reliable Ways To Generate Retirement Income (9/28/19)

Investing Tips From The U.S. Open Tennis Championships (9/3/19)

How To Pick A Financial Advisor: Important Questions To Ask (3/30/19)

6 Choices When Your 401(k) Plan Terminates (2/16/19)

Hard Financial Lessons Learned From The Government Shutdown (1/12/19)

Four Unconventional Financial Tips To Consider (12/21/19)

Countering Financial Illiteracy: Practical Tips For Pre-Teens (9/14/19)

11 Important Financial Planning Tips When Remarrying (7/17/19)

Risks To The Stock Market Rally (4/19/19)

Spring Clean Up For Your Investment Portfolio (3/21/19)

A Super Time To Review Your New Year’s Resolutions (2/2/19)

2018

Stock Market Outlook A Tale Of Two Cities (12/29/18)

7 Mistakes To Avoid After Recieving A Financial Windfall (11/17/18)

It’s Not Too Soon For Taxes. 4 Moves You Can Make Now (9/18/18)

5 Things To Do With Your Raise Or Bonus (8/17/18)

Why Target Date Funds Dominate The 401(k) Market (6/26/18)

The Most Important Question To Ask When Buying Whole Life Insurance (4/29/18)

April is Financial Literacy Month - Why Financial Wellness Matters (3/31/18)

This Valentines Day You Can Gift Like Kanye (2/11/18)

How Tax Reform May Impact Near-Retirees And Retirees (1/13/18)

Planning Moves To Protect Your Income In 2019 (12/22/18)

5 Reasons Why Higher Interest Rates Matter (10/11/18)

College Costs And The Myth Of A ‘Free’ Athletic Scholarship (9/17/18)

Why College Students Should Know The Cost Of A College Education (7/27/18)

Millennenials Could Give This Financial Gift To Dad For Fathers Day (6/11/18)

5 Tax Tips For Millennials - And Others Who Want Lower Taxes (4/7/18)

Rent Versus Buy: How Tax Reform Adds To The Decision (3/17/18)

How Tax Reform Impacts Your Traditional 401(k) Or Roth 401(k) Decision (2/3/18)

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The material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the listener as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is not a guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investments or strategies mentioned may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation, or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your investment advisor.