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2021 was a strong year for the market overall, considering the world's ongoing battle with Covid-19 and the new Omicron variant. Despite these challenges, many key categories saw double digit returns this year.
“If you’re in your 60s, you probably don’t do calculations as quickly as you used to. It might take you a bit long longer to learn the nuances of a new investment. Yet when
Many investors have added, or considered adding, digital currency to their portfolios. While it can be a good diversifier to stocks and bonds, there are risks, as with any investment. Before making any
Below, you'll find linked Elser Financial Planning's 2nd Quarter Newsletter.
Long-term care insurance can be a sound part of a financial plan, but do you need it? The answer to this question should be tailored to your unique situation and goals. Find Neal Templin's
With the market decline in February and March, investors with taxable investment accounts have had an opportunity to harvest investment losses that can offset future capital gains and ordinary income, potentially saving them
Find out why our #1 source of new clients is personal referrals.
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