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Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps
A QLAC is a type of fixed income annuity that has special attributes and is held in a retirement account.
Rockport Wealth Truth in Investing Show – Dec. 15, 2025
Joe Kovach, CFP® and Adam Stalnaker, CFP® discuss the latest market developments, tackle the question everyone’s asking: “are we in a bubble?”, and discuss the Fed, inflation, and what the final stretch of 2025 could mean for investors… plus what may come next.
Market Update – December 2025
The S&P 500 returned 0.25% for November, lifting its year-to-date gain to 17.81%.
Rockport Wealth Truth in Investing Show – Dec. 8, 2025
Adam Stalnaker, CFP® and Andrew Smith, CPA break down what’s happening in the markets and offer practical tax strategies heading into year-end.
Rockport Wealth Truth in Investing Show – Dec. 1, 2025
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.
Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps
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.