May 31, 2022
After three years, the IRS decided to finally clarify the rules that pertain to non-spousal inheritance of Traditional and Roth IRAs. More specifically, how those beneficiaries are to distribute those funds within those IRAs after taking possession. The Secure Act 1.0 was enacted in 2019! So much for efficiency...
Nic...
May 27, 2022
On this Week in Review episode, Nic wanted to focus on what really matters. And no, it’s not money. After reflecting on this week’s tragedy and those that came before, we should just stop for a minute and give thanks. Make sure that the ones closest to us feel loved and appreciated.
Nic Daniels BFA™, Financial...
May 26, 2022
Will bond markets in the U.S. go up? Nic explains why he thinks money is going to be flowing into them soon. With our battle against inflation, it may be a recipe to push more investors to store their money inside of U.S. bonds.
Nic Daniels BFA™, Financial Advisor
May 24, 2022
The supply chain bottleneck is very apparent in the automotive industry. The prices of used cars are becoming so outrageous that some model years are MORE than what they were brand new. So what would stop you from choosing new instead of used?
Nic Daniels BFA™, Financial Advisor
May 23, 2022
What a wild ride we saw this last week in the markets! What was your reaction? Brian and Alex, our seasoned veterans in the industry, have almost seen it all. And this – well, really isn't that different.
Brian Wiley, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor