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Investments Article

Tariffs, Trade, and the Economy

Turn on any news outlet, or pick up any news publication today and you’re likely to see or read about the tariffs that the U.S. has recently imposed on goods imported from China. Most people covering this developing story refer to what’s going on as a trade war. And most oversimplify the situation and exaggerate the potential impacts. So, we thought it would be a good idea to give an unbiased, non-political, review of tariffs. What they are, when they are good and when they are bad, what effects they tend to have on the economies of the imposing countries, and what effects they have on the economies of the countries having the tariffs imposed on their goods. We’ll leave the hyperbole out of the discussion. 

Retirement Article

International Stocks: Investing for Retirement

In our last post, we looked at how bonds can fit into a diversified portfolio. Today, we are looking overseas, and why you might want to own international stocks to be truly diversified. When you look at the stock (equities) portion of your portfolio, you have an important decision to make.

Investments Article

Qualified Charitable Distributions and Your Taxes

Let's talk about QCDs, qualified charitable distributions. Now, QCDs are something that's been around for a number of years - yet hasn't been talked about. However, thanks to the Tax Cuts and Jobs Act, it's really become something that is a windfall to a lot of people if they understand how to utilize the QCD.




Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 


Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.


Estate Planning

Estate Planning is an integral part of your overall retirement plan. Watch as Dean Barber discusses the importance of Estate Planning.