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Wednesday, December 6, 2023

For self-employed individuals like realtors and hairdressers, a SEP IRA can be a powerful tool to reduce taxable income for the year 2023. Here's a breakdown of the key benefits: Tax Savings: Contributions to a SEP IRA are...

Monday, November 13, 2023

If you're looking for a financial advisor who will put you first, then contact us today. We'd be happy to discuss your financial situation and help you develop a plan to achieve your goals.

Wednesday, November 1, 2023

Passphrases are a simple way to improve your online security. By following the tips above, you can create a strong passphrase that will help to protect your accounts from unauthorized access.

Monday, October 16, 2023

Why you need a financial advisor A financial advisor is a professional who can help you manage your money and achieve your financial goals. They can provide guidance on a variety of topics, including investing, retirement planning,...

Wednesday, August 30, 2023

Have you ever wanted more control, more access and have your 403(B)/401k/457 professionally managed with no additional cost? This may be your answer! 

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Thursday, March 30, 2023

If you have concerns over the safety of your money the Dunham Insured Deposit Marketplace may a great tool for you to utilize. This is a money management account that give you up to 50,000,000 of FDIC insurance. I attached the flyer to...

Monday, January 30, 2023

Are you are an accredited investor? Has your portfolio value "corrected" lately? Would you rather your investment advisor assessed their fees based on an account high water mark? Give us a call. We'd be honored to discuss a better way.

Monday, January 30, 2023

What can you expect when you start working with us? Deep understanding of your wants and goals. Personalized, individual recommendations and advice. On your timeline.

Monday, October 24, 2022

´╗┐Should you adjust your investments during a down period in the market? ´╗┐This can be a tricky question. To some this can be an incredibly difficult question depending on your investment timeline or risk profile. One...

Wednesday, August 10, 2022

Attempting to time the market can be a very risky play and potentially a costly one. We would love to know exactly when you should buy and exactly when you should sell, but should you? Is "calm & steady" a better approach? This...