Resources
Knowledge and support to help you achieve your financial goals.
Videos
Market Update with Les Watson
Short commentary on mid-terms and inflation with Les Watson.
Mega Back Door Roth
Have you maximized all your contriubtions to retirement accounts and are still getting hit with high taxes? Most people don’t know that there is a
Rethinking Annuities
Annuities have come a long way both increasing flexibility and decreasing fees. Are you concerned the stock market is going to fall and you want
IRAs for Kids
How do teach a minor about saving for retirement? Start by helping them establish their own retirement account, called a custodial IRA. You will be
Articles
3 Small Moves that Make a Big Difference in Retirement
Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have
Get to Know Your Risk Tolerance
When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance
Growth Stocks vs. Value Stocks
Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing
Understanding Mutual Funds, Index Funds, and ETFs
It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets
