Jul 29, 2022
This week has been a somber one. No, not because of inflation, rising interest rates, or the lack of world peace… Worse. THE CHOCO TACO IS DEAD! And this week, Old Man Nic learned that millennials may not be so dumb after all.
Nic Daniels BFA™, Financial Advisor
Jul 28, 2022
Nic explains what it means when you hear about the value of the U.S. currency and how it compares to others across the world. Plus, how the value of our currency can either create opportunity or financial hurdles.
Nic Daniels BFA™, Financial Advisor
Jul 26, 2022
Nic explains the rules to Custodial Minor Roth IRAs and the benefits that they can have for minors. If your child is under 18 and has earned income, this can be the perfect way to teach them about tax-free growth and the importance of saving money for retirement!
Nic Daniels BFA™, Financial Advisor
Jul 25, 2022
Expectations. Set them and set them realistically. Set yourself up for success! American workers not filling entry-level positions are forcing large companies to replace them with robotics. Account rebalancing, setting up retirement accounts for your business, and other financial advice.
Jeremiah Bates, Financial...
Jul 22, 2022
Just when the energy crisis needed a hero, nuclear power plants started to shut down to save the lives of local fish… While ethical, it still sucks. Oh, and if you’re needing some health services, go no further than your nearest Amazon Health Clinic!
Nic Daniels BFA™, Financial Advisor