facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck


Blog Articles, Podcast Episodes and more...

Our Blog page is here to provide you with information that will help you build your family fortress one block at a time!

%POST_TITLE% Thumbnail

What you NEED to Know About the CARES Act

The CARES Act is at the forefront of everyone’s mind right now. It’s an estimated $2 trillion relief package with over $500 billion being allocated to individual rebate checks. That is a LOT of money. In this episode of Best in Wealth, I aim to help you understand what affects you as an individual.

%POST_TITLE% Thumbnail

Bear Market: Have you considered doing this?

We have reached a Bear Market and there are several strategic investment strategies that all investors should consider during a Bear Market such as rebalancing, tax loss harvesting and Roth IRA conversions; however, have you considered doing this?