Alpha Insights

As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who have gone through our developed and refined process […]

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

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

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

Watch the video below from Aaron Simpson, Owner and President

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

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