Last week we announced that Mark and Brice would be doing a Facebook live video to discuss the current economic climate. After that announcement, many of you who do not have a Facebook reached out with interest in watching their video. We are pleased to announce that we were able to accommodate those requests, here is the replay of Mark and Brice as they did a webinar-style presentation with updates on our current economic outlook!
This week, Justin explains how reinvesting dividends can help maximize your portfolio and minimize your future tax burden.
As we get older we tend to think we should invest more conservatively however just because we reach retirement it does not mean it's time to take all risk off the table.
In this Educational Moment, Kristin gives insight into the basics of portfolio asset allocation.
Do you have student loans that you are trying to pay down? 📚💰 In this week's Educational Moment, Steve, our newest financial advisor, chats about consolidating your student loans and whether or not its a good idea.
How often do you hear about suitable investments that friends or family make? I believe it is similar to stories you hear about their winnings at the casino... you only hear about the winners. In this video, Brandon explains how excessive trading is damaging to investment returns.
Does your head spin when you hear people talk on business Channels? In this Educational Moment, Brice explains some basic Wall Street slang.
The Secure Act will mean sweeping changes for many investors. In this video, Brandon will explain how this may mean more taxes and less flexibility for your beneficiaries and what can be done about it.
Have you been avoiding long term care because of the costs? This week Ronnie breaks down the importance of long-term care, what it is, and how it can work for you.
With the recent passage of the Secure Act retirement savers have a lot to think about. In this video you will learn more about how the secure act has changed RMDs. Kyle's article: Secure Act: What You Need to Know now 👇 https://fsgmichigan.com/blog/secure-act-what-you-need-to-know-now