We take our responsibilities with your money very seriously. Recently we made some calculated movements within the portfolio and here’s an explanation.
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Brian Pinkston
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Gold or Hold?
Is gold a good investment right now? Whenever there are times of turmoil in the world, many pundits become gold bugs. Here are my thoughts on investing in gold.
How much tax will I pay if I convert my traditional IRA to a Roth?
When you convert contributions from a traditional IRA into a Roth IRA, you pay taxes on the pre-tax portion of the converted funds. However, there is a catch…
Fun with numbers in a very weird year
Many of you might be thinking to yourselves that this year felt good, but not great. To say that 2024 is one for the record books is probably an understatement.
What a long, strange trip it’s been: How we handled market volatility in 2022 & 2023
2022 was a downright bad year, and the first ten months of 2023 have felt like at least five different, individual years. What a roller coaster ride.
Brian Pinkston
Our fearless leader, Brian comes to us from a 20+ year history in financial services. He’s seen behind the curtain and uses that knowledge to make sure we all “keep it simple” and “focus on what we can control.” | Brian's bio | Brian's articles