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


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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.

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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?