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Use Your Bonus Wisely

    It’s that time of year again where you spend a lot, but you hopefully receive a lot in return! Many employers give holiday or year-end bonuses as thank you for the hard work and dedication to the company throughout the year. Some people splurge while...

2020 Taxes: Reduce Your Tax Bill Now

    Many people are splurging this holiday season, but amid buying gifts and big purchases, have you thought about ways to reduce next year’s tax bill? With the 2020 tax season just around the corner, now is the time for any last-minute tax preparations....

New Investors Listen Up!

Investing can be a great way to build wealth, but as we all know, it’s unpredictable. For this reason, many people shy away from putting money into the market. But you’ve done your research and decided to give it a go. Whether you’re lost and need direction or just...

 Featured Videos

Economic Update November 2019

Economic Update November 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today - ronaldgelok.com/fa-schedule...

Economic Update September 2019

Economic Update September 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in September. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

What’s In Your 403(b)?

What’s In Your 403(b)?

What's In Your 403(b)? Do you work for a non-profit organization, school system, government, or religious sector? Then you probably have a retirement plan established under Section 403(b) of the Internal Revenue Code. This section exempts these employers from some of...

Economic Update July 2019

Economic Update July 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in Mayl. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

Sustainable Investing

Sustainable Investing

Sustainable Investing  You’ve probably heard of sustainable living, but now it's time to consider sustainable investing! Being a sustainable investor is something that may be of interest to you, and there are plenty of reasons why you may want to become one. Check out...