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February Newsletter 2019

February Newsletter 2019

As you may, or may not know, February 5th marked a new year on the Chinese calendar. Each year, the calendar is represented by a different zodiac animal and for 2019 it’s none other than the pig.

New Year, New Goals – Your January Newsletter

New Year, New Goals – Your January Newsletter

Let this year be a time when you set your goals and achieve what perhaps you only once dreamed of.We truly hope this new year brings you all that you could have ever dreamed of. But don’t forget – nothing worth having comes easy, so set those goals and get...
2018 Reflections: Your December Newsletter

2018 Reflections: Your December Newsletter

  As 2018 comes to a close, there isso much we have to reflect on.Check out some of what we’ve accomplished this year: We’ve seen continued growth within our office, adding new team members to the marketing/sales and transactions departments. Erica...
November 2018 Newsletter

November 2018 Newsletter

This month we give thanks to you! We would not be where we’re at today without you as our loyal clients and followers.

OCTOBER 2018 NEWSLETTER

OCTOBER 2018 NEWSLETTER

AVOIDING A PROHIBITED TRANSACTION FOR YOUR SELF-DIRECTED IRA Self-directed IRAs give investors greater freedom to pursue tax-advantaged strategies for building wealth. Instead of the limited menu of stocks and bonds mutual funds and money market funds for most...