News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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8 Ways the Tax Bill Could Affect You.
While much of the news is focused on the government shut down, for most Americans, it’s business as usual. The IRS is keeping 43% of it’s workforce up and running
January 25, 2018
How Staying Healthy Affects Your Retirement Portfolio
Every year in January, people make resolutions to maintain better health habits. Logically, we all know a healthy life style can help us live longer and improve quality of life
January 19, 2018
Financial Advisor or Broker? Key Differences You Should Know.
* This original article was published on KTAR.com Volatile market swings create emotional minefields for many. Investors aren’t sure what to do to safeguard their money and often the people
December 11, 2017
Education
Broker vs. Financial Advisor: What’s the Difference?
There are two main types of professionals in finance: brokers and registered investment advisors. Although both deal with financial and investment products, there is a significant difference between the two.
December 11, 2017
Features of Annuities That Are Better Than Ever Before
You may have heard the saying, “It’s not your father’s annuity.” That’s because annuity products have evolved significantly throughout the past decade. This has also contributed to an environment full
November 28, 2017
General
Top Three Mistakes Veterans Make With Their Retirement
Serving in the United States Armed Forces is a career choice that often requires years of sacrifice, dangerous assignments with sometimes not a lot left over when it comes time
November 6, 2017
