Adam Stalnaker, CFP® and Andrew Smith, CPA break down what’s happening in the markets and offer practical tax strategies heading into year-end.
Joe Kovach, CFP® and Adam Stalnaker, CFP® discuss timely market updates and highlight key questions they believe individuals should ask when evaluating a financial advisor.
IRAs can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a number of traps that must be avoided in order to maximize benefits to both the charity and other IRA beneficiaries.
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
