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What Keeps You Up at Night?

Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may worry you.

IFG Retreat Highlights 2022

Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, recently held their 2022 Retreat for their advisor “brain trust” members, staff, and...

2022 Important Numbers

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Missing the Market’s Best Days

The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index.

2022 Social Security Changes

Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2020 through the third quarter of 2021, Social Security and Supplemental Security Income (SSI) beneficiaries will receive a 5.9 percent COLA for 2022.

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