Mar 31, 2022
Biden’s “Billionaire Minimum Income Tax” won’t affect the majority of Americans. Definitely no one that listens to this podcast! Nic talks about the near $5.8 trillion budget request by the Biden administration and what the budget will be spent on.
Nic Daniels BFA™, Financial...
Mar 29, 2022
Imagine this: You find out about target date funds, you think they'd be a great option for you, you feel great about saving for the future. BOOM. You're hit with an unexpectedly high tax. For those who held Vanguard's target date funds in their non-qualified accounts actually lived that reality...
Nic Daniels BFA™,...
Mar 28, 2022
Broadcasted live on March 26th, 2022.
Brian Wiley, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
Mar 24, 2022
Sometimes saying nothing at all speaks the loudest. Xi Jinping is standing behind Russia while they wage war on Ukraine. Is there anything China can do to re-attract global investors to put their money back into the country?
Nic Daniels BFA™, Financial Advisor
Mar 22, 2022
Recently, Nic had a client (that remains unnamed) who decided to make a huge decision based off of their emotions. The result? A loss of hundreds of thousands of dollars.
Nic Daniels BFA™, Financial Advisor