January 19, 2021
Portfolio Rebalancing: Why You Should Do It
The market is at all-time highs despite the economy. Let's talk about rebalancing as a part of a long-term strategic investment process.
January 12, 2021
Bitcoin, Tax Increases, and Inflation: Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss the recent Bitcoin euphoria, potential tax increases, and hyperinflation.
December 29, 2020
How to Protect Your Wealth: Avoiding Scams
Advancement of technology has lead to an increase in scams. You need to know how to protect your wealth. Let’s discuss a plan to protect yourself.
December 23, 2020
Money Lessons To Teach Your Kids
How can I better equip my children to handle money wisely? Let's discuss simple techniques you can use to raise money smart kids.
December 15, 2020
Mitigate Taxes On Sneaky Mutual Fund Distributions
People don't often realize that mutual funds can release big distributions towards the end of the year, which is taxable income...
December 8, 2020
How to Invest During COVID: Should I Be Optimistic?
Investing during Coronavirus. What do I need to do not just in the long term, but during times of uncertainty? Am I set up for Success?
December 7, 2020
Do I Need Long-term Care Insurance?
52%: Is the percentage of people turning age 65 who will need some type of long-term care services in their lifetimes. What are my options?
November 10, 2020
How Should I Prepare My Portfolio for What’s Next?
2020 has been a whirlwind for investors. Some investors can't wait to get in on the action while others are nervous for what is ahead.
November 2, 2020
Shutdowns When to Retire & More: Cut Through The Noise
Today we're going to be answering your questions that we've been hearing throughout the month along with what's happening around the world.
October 27, 2020
What to Do With Your Cash in a Low Rate Environment
Here we discuss the current economic environment, and how it should be considered with your strategy for holding cash.
October 21, 2020
Business Owners Must Answer These Questions
When you focus on driving the value of your business and making it go up it makes the timing of selling your business irrelevant.
October 13, 2020
5 Characteristics Successful Retirees Have
In baseball, a “five-tool player” excels in all 5 major areas. Here we breakdown the 5 tools a successful retiree must exhibit.
How Much Do I Need to Retire?
Get your free retirement readiness report to find out!
Is your family set up to succeed or fail?
6 Keys To Create An Impactful Legacy