EXPERT ADVISOR ADVICE

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Monday, Feb 14, 2022

Is The Financial Advisor Community Too Sensitive To Change?

“That’s a little harsh, don’t you think?” Was something that I heard recently from a group of Financial Advisors…

Sunday, Feb 13, 2022

ROTH Conversions And Capital Gains – Paying The Devil You Know

Some other day we will discuss the merits of ROTH conversions and Capital Gains harvesting, but for today, let’s focus on the taxes that must be paid when these tax strategies are used.

Sunday, Feb 13, 2022

Should We Buy Gold?

Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?

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EXPERT ADVISOR ADVICE

I want to learn more from advisors on

Is The Financial Advisor Community Too Sensitive To Change?

ROTH Conversions And Capital Gains – Paying The Devil You Know

Should We Buy Gold?

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