The Collaborative: New Tax Credits To Help Communities
New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced tax planning. They run to the tax code to look at what’s available, especially for business owners. (Note: If you are not a business owner,…
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First Friday Live – State of the Market in 2021
Thanks for joining today. I am so excited for this First Friday Live. For those of you joining us, you’ll notice that we don’t have Guy with us today, as advertised. He is out sick, so we have Jiorden Sanchez today instead. Jiorden works on Guy’s team and is a portfolio manager as well.…
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What Is An Annuity?
Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s biased towards annuities. As I get into this we’re going to explain the different types of annuities and where that bias comes from. That’s not…
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Should I Sell?
I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most accounts ended up with a gain at the end of the year. Even with the crazy downturn in the stock market in March, we saw…
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Do I Need An Advisor?
Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want to do by myself anymore. Do I Need A Financial Advisor? The question becomes if I do need an advisor, what kind of…
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First Friday Live – Life’s A Daring Adventure, and I’m Not Done Yet
Welcome to our First Friday Live where we speak with Mary Helen Conroy of Life’s A Daring Adventure. On the First Friday of each month we will go LIVE on Facebook with a special guest to talk about a timely topic. Michelle One of the things to do going into 2021 is to take some…
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The Secrets to Buy Low, Sell High
Buy low and sell high. You have probably heard that said a hundred a thousand times in your life. The question becomes, how do you do that? How do you know when it’s the highest point to sell? How do you know when it’s the lowest point to buy? Unless you’re hiding some crystal ball,…
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Beware 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 this year, conservative investors tend to try to move more of their accounts to bonds, to reduce risk. (Read more about using bonds to invest…
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