Sep 29, 2020 | Finance, White Papers
Letting history be a guide. On the brink of the first presidential debate and roughly a month before November 3, we’re sure you have questions about the upcoming election and the impact it will have on the financial markets. While it is nearly impossible to predict...
Jun 15, 2020 | White Papers
Considering a Roth Conversion. What is a Roth IRA? A Roth IRA is an individual retirement account that is funded with after-tax dollars, so the contributions are not tax-deductible, but once you start withdrawing funds, the money is tax-free provided certain...
Apr 20, 2020 | Finance, White Papers
Understanding how to protect yourself from malicious cyber threats. COVID-19 has changed nearly every aspect of our daily lives, including how we work, socialize, and communicate. Unfortunately this also means many of us will be subject to a range of new cybersecurity...
Apr 2, 2020 | Finance, White Papers
Understanding the $2 trillion stimulus package. As you likely know, the federal government, led by Congress and signed into law by President Trump, recently passed a stimulus bill to help those affected by the devastating COVID-19 outbreak. It is known as the...
Aug 5, 2019 | White Papers
“If the flap of a butterfly’s wings can be instrumental in generating a tornado, it can equally well be instrumental in preventing a tornado.” -Edward Lorenz Interesting to consider, no? Pop culture is very familiar with the adage about a butterfly’s wings flapping in...
Jul 29, 2019 | White Papers
What it is, how it works, and when to claim it. July 29, 2019By Billy Cooper PART I: WHAT IS SOCIAL SECURITY AND HOW DOES IT WORK? Established in 1935 by President Franklin D. Roosevelt’s New Deal, Social Security is a comprehensive federal program designed to...
