Archive for October 2022
Work With a Trusted Advisor!
Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner websites, that going out alone…
Read MoreThe Health Insurance Tax, Penalty or Refund?
The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You may have never thought about it…
Read MoreMarket Update – Returns vs Results
Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little bit more in depth with this.…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress away from a client. Often, this has…
Read MoreTax Talk – How different Investments Are Taxed
In the latest market update blog, I used an analogy involving cars, I’m going to continue with that as we talk about how different investments are taxed. We’re going…
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