Broker Check

Blog

Tuesday, May 21, 2024

During our Spring Town Hall meetings you will here Jeff and the other advisors refer to charts in the JP Morgan Guide to Markets. If you would like to dig into the numbers you can access this data yourself by following the link below....

Tuesday, May 21, 2024

Access to an interesting 2024 Market Review

Tuesday, May 21, 2024

Follow the link below to see interesting data on the market impact of past presidential elections. Returns During Presidential Election Years

Tuesday, May 21, 2024

I thought it might be helpful I posted a more condensed version of the slides that I am speaking about in more detail at the Spring Town Hall meetings.

Thursday, April 11, 2024

This article gives compelling reasons why you should do Roth conversions as well as good reasons why you should NOT do Roth conversions. Roth conversions are not for everyone, but depending on your personal circumstances it may be a...

Show All

Thursday, April 11, 2024

Stock Market Volatility: The Good, The Bad, & The Ugly Whether you are just beginning your investing journey, or are a seasoned veteran, we have all experienced stock market volatility. It has earned quite a negative reputation, and...

Thursday, April 11, 2024

This article outlines the opportunity for tax savings by gifting nontraditional assets. This is often included in a deliberate estate and tax planning conversation.https://www.ncfgiving.com/stories/5-things-you-can-give-instead-of-cash/

Tuesday, October 24, 2023

Click below to link to the article. Q4 2023 ECONOMIC OUTLOOK: DODGED OR DELAYED? - FS INVESTMENTS IS THE ECONOMY AT RISK OF A RECESSION? - US BANK

Wednesday, September 27, 2023

Will A Recession Ever Materialize - Fall 2023 The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness...