What is Diversification? Diversification is all about risk and preparing for it! It is easy in times like now to want to put all of your marbles in one jar, especially if that jar is the S&P 500! However, as we build portfolios for retirement, we have...
When you see someone standing at the top of a mountain, there was a climb that got them there. In today’s world where social media plays a continual highlight reel of all of our best moments, it’s easy to glorify the end product and not give credit to the...
Positive June Caps Off Strong Quarter for Markets Equity markets rallied in June, which capped off a positive month and quarter for all three major U.S. indices. Both the S&P 500 and Nasdaq Composite hit record highs in June before...
Where you sit determines what you see. What you see determines what you do. From the low rung of a ladder, her story may look like one of extreme loss, struggle and desperation. The view from down low could have led to an ending that sounded a lot like the...
If you’re a retiree or you’re looking to retire and you have concerns worry about inflation and how that affects you, listen in to Gabe and Ryan, financial advisors. Are we seeing inflation? What is it? How does it apply to you? It seems like everywhere we...
President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover Proposed changes to the capital gains rate of incomes above $1 millionProposed corporate and individual tax rates going...
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.