Real Estate and Self-Directed IRAs
Presented by Jake RivasSelf-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a... View Article
Tag Archive: market
The Importance of Market Evaluations
Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the... View Article
Q&A: Understanding the New CARES Act
Presented by Kevin Moore & Jake Rivas On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic... View Article
FAFSA: Don’t Leave Money on The Table
When thinking about funding sources for your children’s college education, you may assume your family earns too much to qualify... View Article
Facing the Possibility of Incapacity
Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity... View Article
Building a Solid Asset Protection Plan
Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms, for every type of individual. It starts... View Article
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney... View Article
Will Trade War Lead to More Market Volatility?
Presented by Kevin Moore and Jake Rivas On July 26, 2019, the S&P 500 peaked—but it has since dropped by... View Article
Market Update for the Quarter Ending June 30, 2019
Presented by Kevin Moore Strong June leads to positive quarter for markets June was a great month for stocks, as... View Article
Presented by Jake Rivas, CFP® Industry overview The marijuana industry has come into the limelight over the past several years,... View Article
