Videos

Roth Planning Opportunities in 2020

Posted on May 22, 2020
Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big …
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Write Income

Posted on August 18, 2015
Write Income is an investment strategy that has evolved its approach to fit the current market need for generating yield.

Interest Rates & Fixed Income

Posted on August 3, 2015
How does a rise in interest rates impact your fixed income investments? Should you consider reducing fixed income in your investment portfolio to decrease your exposure to risk?

Overcoming Emotional Investing Habits

Posted on July 28, 2015
Why do some investors underperform the market indices? What are some common habits you can follow to put the odds in your favor of having a better expected investment experience?

Advance & Protect

Posted on July 8, 2015
Many investors are focused on climbing to the top. But what if you are already there? Advance & Protect is an investment strategy designed for a portion of your wealth when you have reached or are nearing your peak.

Who Wants To Be A 401(k) Extraordinaire?

Posted on June 15, 2015
Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

Is Your Advisor A Fiduciary?

Posted on March 4, 2015
A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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