Market moments, interesting ideas, and financial forecasts
Market moments, interesting ideas, and financial forecasts From the desk of Dr. Garrett Smith: This article is both an exciting and intimidating beginning to a years-long idea that is finally being put into action. As the title...Read More
Are Your Taxes Going to Change?
Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...Read More
On Our Minds: Truth vs. Reality
I'll start this months blog with a single phrase - The sky is not falling! While we have seen the market behave in some interesting ways for the last year and a half, we have seen significant growth as the economy continues to expand...Read More
On Our Minds - The Real Story on Cryptocurrency
It seems like everywhere you turn, the word “cryptocurrency” comes up. It certainly has become popular in the last couple of years, but what exactly is it, and should you jump on the bandwagon and invest in some? In short,...Read More
On Our Minds: Inflation Fears, Are They Real?
There has been an awful lot of talk lately about rising inflation, especially with the Fed’s announcement that they are willing to let inflation run slightly higher than their 2% target to aid recovery. So naturally, everyone...Read More
Next Level Wealth Management
We go above and beyond the standard of care in the financial services industry, not only in our culture but in our approach. We don’t just do the “usual”. Instead, we start outside the box and we stay out. We know...Read More
On Our Minds - What is an Accredited Investor?
As alternative investment specialists, we often get asked lots of questions about how to invest in non-traditional or alternative investments. To properly answer this question we need to start with who can access these alternative...Read More