Messages fromOur Founder


Stay up-to-date on the latest financial information.

Message from Our Founder

November 19, 2021

Forgot to mention Veteran’s Day last week and McDonalds isn’t happy with me!

Message from Our Founder

November 12, 2021

Inflation might be here for awhile, but I have 2 foster puppies that have to go:)

Message from Our Founder

November 5, 2021

Markets continue to set records and some good news on taxes!

Message from Our Founder

October 29, 2021

Happy Halloween! The market has been a treat! Taxes more of a Trick…

Message from Our Founder

October 22, 2021

Markets are good but babies are better!

Message from Our Founder

October 8, 2021

September Strikes Again!

Message from Our Founder

October 1, 2021

No more “Back door Roth” or 1031 exchanges! Say it ain’t so! Happy October:)

Message from Our Founder

September 24, 2021

Choppy Market this week! And why I am a lucky guy:)  Let’s go Pack!

Message from Our Founder

September 17, 2021

5 Habits of Highly Effective Advisors!

Message from Our Founder

September 10, 2021

Local Company, Epic Games takes on Apple in court!

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Or give us a call at 919.852.1215.