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Meet an Advisor: Clark Kendall
January 11, 2025
Evan Harp sat down with Clark Kendall to discuss how his firm helps middle-class millionaires steward their wealth. Read about...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement / Taxes
The Pros and Cons of In-Service Retirement Plan Rollovers
May 18, 2020
Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be...
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Financial Planning / Investment Strategies / Market Updates
The Nifty Fifty and Overweight Tech Stocks
May 13, 2020
The interesting thing about index funds, which is not discussed enough, is that when a stock or a sector posts...
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Financial Planning / Financial Risks & Downturns / Investment Strategies
The Coronavirus Pandemic and Your Retirement Accounts—What You Should And Should Not Do
April 23, 2020
Most economists expect the Coronavirus outbreak to cause a recession. Since many people made bad financial investment decisions in the...
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Taxes
Roth IRA Conversion in the Era of COVID-19
April 16, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would...
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Financial Planning / Investment Strategies / Taxes
Key Provisions of the CARES Act
April 3, 2020
Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is...
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Financial Planning / Investment Strategies / Taxes
How Coronavirus-Fueled Investment Losses May Help Cut Your Taxes
March 30, 2020
Your portfolio may be in the red, but your tax planning just might be in the green – if you...
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