by Aristata | Dec 16, 2022 | Uncategorized
Financial planning is all about reaching big goals in life – buying your dream house, traveling the world, retiring. And investing is the tool that can help you achieve those goals. We put a great deal of time, research, and care into how we manage your portfolio....
by Aristata | Oct 7, 2022 | Uncategorized
A down market can stir up a lot of emotions. We get it. But our decades of experience tell us to take heart that this too shall pass. Here is a short video that can help put this into perspective. Video Script Rex Clevenger: When the markets drop significantly, as...
by Aristata | Aug 10, 2022 | Uncategorized
We believe that Financial Planning needs to coincide with Life Planning. Our process is created to help us understand what you truly value and to give us a clear picture of the life you want to live, now and in the future. ; Video Transcript Rex Clevenger: Each time...
by Aristata | Jun 23, 2022 | Uncategorized
A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms and conditions of a future sale or buy back of a departing owner’s share of the business. Specifically, buy-sells control when owners can sell their...
by Aristata | May 13, 2022 | Uncategorized
It’s a common question. With a relatively simple answer. Contributions made to a Traditional IRA go in pre-tax. So, if your income is $65,000 and you make a $6000 Traditional IRA contribution, your taxable income is reduced to $59,000, so you have not paid income...
Recent Comments