State of the Market
Keep up with what’s going on
Financial Self-Care for Caregivers Self-care isn’t selfish. That’s the popular phrase going around social media promoting caring for yourself physically, emotionally, and mentally. But what about financially? For many people, financial self-care is somewhat unheard of...
Reduce Your Tax Bill Now!Many people were disappointed with their tax returns this year. Though the new tax laws didn’t seem like a huge change, there are some confusing and complex changes that affected many. There are plenty of ways to reduce your tax bill...
Investing Terms Simplified: Bear Market and Bull Market You’ve heard the terrors of the bear market and the debate of whether we’re currently in a bull or bear market, but what exactly does each mean? A bear market is when stock prices fall in a short amount of...
In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in April. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...read more
Bored To Death: Why Retirement May Not Work For You! The face of retirement has been changing. Today's retirement lifestyle may include traveling the world, going back to work, or volunteering! Finding Your Bliss After Retiring -...read more
Do You Have Enough Money In Retirement? Do you truly know if you have enough money in retirement? Will you run out of cash before you run out of breathe?read more
Interest Rates & Portfolios How can Federal Interest Rates affect your portfolio?read more
Stealth Taxes Everywhere we look, there seems to be another tax we're not aware of!read more