Joe Kovach, CFP® and Adam Stalnaker, CFP® break down the latest market activity, economic trends, interest rate expectations, and what they could mean for investors. In the second segment, they discuss Chapter 3 of The Rockport Way and explore an important question: “Are You Saving in the Wrong Bucket?”. They explain how understanding the tax treatment of different savings vehicles can help create more flexibility and efficiency in retirement
Information as of 8.4.26
Rockport Wealth LLC, doing business as Rockport Wealth Advisors and J Arnold Wealth Management, is an investment advisor registered with the SEC and only transacts business in states where the firm is properly registered. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has attained a particular skill or ability.
Rockport Wealth compensates this radio station for airing the Rockport Wealth Truth in Investing Show. Ron Verb is a paid moderator of this program and is not a client of the firm. No guarantees of performance or success can be inferred from this individual’s endorsement on behalf of the adviser.
Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Information provided is not intended as tax or legal advice and should not be relied on as such. A professional adviser should be consulted before implementing any of the strategies discussed.
All investment strategies have the potential for profit or loss. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. Historical performance returns for investment indexes or strategies usually do not deduct transaction or custodial charges or advisory fees which would reduce investors returns.
This radio show is sponsored and paid for by Rockport Wealth, LLC – and investment advisor registered with the Securities and Exchange Commission. Rockport Wealth Advisors is located in Fairview Park and Youngstown Ohio. Please visit our website to review our disclosure documents or call 330-965-9890.
