30yrs ago this week, State Street Global Advisors launched the ETF, SPY. This was the 1st US-based ETF, which tracks the S&P 500 index.

There’s been a recent (last 12 months) rise in questions surrounding TIAA Lifetime Income Annuity Options. My opinion, 2 main reasons behind the latest trend of questioning….

Will 2023 be a bad year for stock market......AGAIN? Who knows, but history would certainly suggest odds are against it.

Rising costs (inflation) have prompted updates from the IRS, broadly impacting Americans' finances. Recent legislation may present further options for the new year - 2023.

As financial advisors, we’re mandated to have a version of these Risk Tolerance Questionnaire on file, but I do believe it’s a poor substitute for good financial planning.

What's a Backdoor Roth? Who should use it? Top reason is for those high income earners that CAN'T contribute directly to Roth IRA. Learn how to implement this strategy and secure tax free income upon distribution.