Biden Tax Proposed Changes

Unless you’ve been living under a rock (or just completely avoid the news, in which case let me know your secrets), you are aware that 2021 has ushered in a new presidential administration. And as is the case with any incoming administration, changes to the tax code sits close to the top of the list in priority. In this post, …

Understanding the Difference Between Mutual Funds and ETF’s

In the world of investing, I can think of very few things that come to mind that could be described as ‘simple’. I could make the argument that the nature of investments and investing is overly complicated and marketed in a way to sway you into thinking that you need to hire a portfolio ‘expert’ if you want to be …

Sequence of Returns Risk Video

Sequence of Returns is a little known risk to your retirement sustainability, particularly in the beginning years of retirement. Learn some strategies which can help mitigate this risk.