News & Insights

News & Insights

Current Market Dynamics
Understanding Medicare Part A and Part B
Impact Multiple Generations with a Tax-Efficient Education Fund Strategy
Market Outlook: Still a Bumpy Ride
The Changing Landscape of Education
Investment Themes
Emotions and Investing
What a Week
For Better or Worse
The Second Wave of Unemployment
Change is in the Air
Economic Gravity
Debt a lot of debt
Reopening doesn’t mean back to normal
Client First Capital 1-Year Anniversay
Path Forward from COVID-19
The Beginning of Unemployment
Houston we have 3 problems…this is bad
$2.2T dollars of Stimulus, Estate Planning and Taxes
The Fed brings in the tanks… 0% interest and QE4, 5 or 6
COVID-19 and Market Commentary
Why I Became a Financial Advisor
My Journey to Becoming a Wealth Manager and Starting My Own Firm

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