SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.
1099s & Working With a Tax Preparer
Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!
What is a Dental Service Organization (DSO)?
Listen to our advisor Rich Moore ask Emily Tetreault of Rosen & Associates questions on what DSO’s are and what the advantages and disadvantages are.
Corporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
Interest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
July 2019 Market Outlook Summary
Above is a summary video of our current market outlook. As always, please let us know if you have any questions or would like to discuss any topic further.
