Video: 3 Part Series on the Investment Process
What goes into the Investment Process when working with SRP clients? Listen in as Gabe and Ryan, financial advisors, break down their internal process and all of the factors they consider. Investment Process Part1: How important is knowing your risk score? We’re...How Does Biden’s Tax Proposal Affect You? Part 2
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...How Does Biden’s Tax Proposal Affect You? Part 1
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 The “Stepped Up Basis”- the changed value of an inherited assetThe “Gift and Estate” tax Gift...Rising Interest Rates and My Retirement Portfolio
Two months into Joe Biden’s presidency, Gabe and Ryan give us the latest on the rising interest rates for 2021 and how it affects your retirement portfolio. How do the rising interest rates affect your portfolio? It’s been two months since Joe Biden has...What could be the long terms effects of COVID-19 on the market?
We’re one year into Covid-19 and have been seeing the short-term effects on our economy. But what are some long-term effects that are here to stay? Catch up with CFPs, Gabe Lapito and Ryan Gomendi. How has COVID-19 changed the way we live moving forward?...Ready to Get Acquainted?
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