Media & Materials for Clients

Learn about Bitcoin ETFs...

We LOVE Roth!!! Such a great tax smart investing vehicle. We investigate how the Roth works and what it can earn over decades of investing. This episode has something in it for everyone, especially investors who want tax free growth!

Learn about how and why clients benefit from tax planning and preparation in the context of financial planning.

Market insights for Q2 2024. Learn about global growth, inflation issues, and investing while the world is on fire.