Blog
Whether it's from a conference that I've attended or an online webinar or from somewhere else I'll share it here from time to time hoping it's something that peaks your interest and benefits you. I hope you'll check in and read along.
Do you pay capital gains taxes?
Do you have non-qualified money invested in the stock market? Did you have to pay capital gains taxes on the gains last year? One way to avoid paying capital gains taxes is to use an annuity, but that really only delays the tax until...
Read MoreNew Years Resolutions?
Did you make any New Years resolutions? Maybe you would like to retire this year or maybe you'd like to spend your winters somewhere warm. It may be something as simple as starting a Roth IRA or finding a manager who will manage your...
Read MoreMy annual conference
This past month I was able to attend my broker dealer's annual conference. Normally, I have to travel to attend the conference, but COVID changed a lot of plans this year and it changed our conference to a virtual conference. We had...
Read MoreThe Roaring 20's
Recently, when I was driving past a landscaping business I noticed their sign read, "The Roaring 20's". It made me think of the roaring twenties during the 1920's, which was many things, but among them was a period when this country...
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Tax Managed Investments
In April I was able to attend a very informative meeting in Milwaukee, WI at one of leading Institutional money managers in the country. The meeting was to introduce us to tax managed portfolios. It was a timely and important subject...
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