Archive for December 2020
Get a Grip on You Business: Intro to EOS
Get a Grip on You Business: Intro to EOS Michelle Bertram: We just got off of our collaborative huddle call yesterday, which is a group of advisors and…
Read MoreBeware of Bonds
There are different methods to invest using bonds, and many think this may be a smart move. Using Bonds To Invest When markets are volatile, like they have been…
Read MoreEmmanuel, God With Us!!
2020 has been a crazy year, a year of uncertainty, fear, and isolation for many. Let’s put on our 2020 lens and think about the first Christmas when Jesus was…
Read MoreMinimizing Taxes In Your Retirement Accounts
I want to talk today about tax planning and how it relates to investing. So we often think, let’s put it this way, in our financial life there are really…
Read MoreFirst Friday Live – End of Year Planning
Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking…
Read MoreTax Planning and Investing – Part 1
I want to talk today about tax planning and how it relates to investing. In our financial life, there are really four quadrants. There is the tax planning quadrant,…
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