Beneficiaries – Per Stirpes or Per Capita?
Did you know the paperwork you complete to name beneficiaries on IRA’s, brokerage accounts, annuities, and life insurance will trump your will or trust wishes? Surprisingly, many people are unaware […]
Alpha Insights
Delayed Gratification – Why is it so hard to wait for what we want?
In the financial industry, the focus is frequently directed towards technical information – tax rates, stock valuations, price to earnings ratios, alpha, beta, etc. Obviously, these metrics are an integral
Delayed Gratification – Why is it so hard to wait for what we want? Read More »
What is the Deal with Cryptocurrencies?
Cryptocurrencies have been a hot button topic over the past 12-18 months. We are often asked casually if we believe in crypto as a viable portfolio addition or not. Opinions
State of the Markets – January 25, 2022
Watch the video below from Aaron Simpson, Owner and President
RMD Formula Changes for First Time in 20 Years
Effective January 1, 2022, you can keep more money in your tax-deferred retirement accounts! The Internal Revenue Service has updated its actuarial tables for the first time since 2002. What
Understanding a Fixed Index Annuity
A Fixed Index Annuity (FIA) is an insurance contract that has tax-deferred, long-term savings protecting your principal in a down market while providing an opportunity for growth. To purchase an