Pay Less Taxes
Make Sure You Don't Pay More Than Is Needed It is always advisable to reduce your tax obligation using all the tax strategies available to [...]
Navigating the Medicare Maze
It's open enrollment time! AND this year, there are a lot of changes. We can help. Medicare is often a confusing and time-consuming topic. This [...]
Election Impact: Considering the Hypothetical Investment-Related Implications
What are the potential financial implications of the election? In this webinar, Len Hayduchok, CFP®️, CEO, and Andrew Tang, CIO, explore the possible economic outcomes [...]
MUTUAL UNDERSTANDING: Which category do your mutual funds fall into?
Overview If it seems like “everyone” owns a mutual fund in their portfolio, you may be on to something. In 2022, 68.6 million households (or [...]
Protecting Your Assets
Regulations provide protection after a brokerage firm closure Overview Silicon Valley. Signature. Credit Suisse. Deutsche Bank. In early March, several large financial institutions buckled under [...]
Does My Advisor Get Me?
What is it you expect from your Financial Advisor (even if YOU are your financial advisor)? How do you know when they (or you) are [...]
This Week’s Market Review: August 5th
OVERVIEW: 1. The recent global stock market selloff has been the highlight of the week. 2. Current macro-economic backdrop and areas we currently favor... 3. The FDA's [...]
Maximizing Your Variable Annuity
Variable Annuity Policy Exchange (V.A.P.E.) While we have met plenty of people with variable annuities, we almost never meet someone who knows how their variable [...]
