Title Speaker Date
Tips for Smart Investing Stacy Bush May 25, 2021
The Factors Driving Cryptocurrency and the Challenges Ahead Kent Patrick May 18, 2021
Estate Planning Lessons Stacy Bush May 11, 2021
Watch out for this double whammy on required minimum distributions Kent Patrick May 04, 2021
The Best Investments for Young Adults Kent Patrick April 20, 2021
Will Rising Federal Debt Slow Economic Growth? Stacy Bush April 13, 2021
Investing During Times of Inflation Kent Patrick March 30, 2021
9 ways to help clients live richly instead of dying rich Stacy Bush March 16, 2021
Reasons to Consider a Roth IRA for Kids Kent Patrick March 09, 2021
5 Surprise Retirement Expenses Stacy Bush March 02, 2021
Smart Tax Moves You can Still Make for 2020 Stacy Bush February 23, 2021
Conference Call Regarding The Election Results and Your Money! Stacy Bush and Kent Patrick January 08, 2021
Common Mistakes That Could Derail Your Retirement —and How to Avoid Them Stacy Bush December 15, 2020
New Year's Financial Resolutions: Get Your Finances in Shape for 2021 Kent Patrick December 08, 2020
6 Ways That Roth IRA’s and Roth 401K’s Are Different Stacy Bush December 01, 2020
3 ways a contested election could play out and what that means for the Markets Kent Patrick November 17, 2020
Fear is in the air but investors could be looking at an historic buying opportunity Stacy Bush November 10, 2020
3 Mistakes Investors Make During the US Election Years Stacy Bush October 27, 2020
Year end portfolio Checkup 6 Tax-Smart Tips Kent Patrick October 20, 2020
Conference Call Regarding The Election and Your Money Stacy Bush and Kent Patrick October 14, 2020
4 Reasons to Stay the Course as Election Approaches Stacy Bush October 13, 2020
The Differences in Trumps and Bidens Tax Plans Kent Patrick October 06, 2020
5 Questions to Ask Before Choosing a Financial Advisor Stacy Bush September 29, 2020
8 Things You Need to Know About Your Inherited IRA Kent Patrick September 22, 2020
The Federal Reserve Raising the Inflation Hurdle Stacy Bush September 15, 2020
IRS Issues Payroll Tax Deferral Guidance Amid Widespread Criticism Stacy Bush September 01, 2020
3 Retirement Income Mistakes to Avoid Kent Patrick August 25, 2020
AIG Unit to pay $40 million to the SEC in referral fees tied to teacher pensions Stacy Bush August 18, 2020
Is there really a coin shortage?” Kent Patrick August 11, 2020
Should You Have More Than One Financial Advisor Kent Patrick July 21, 2020
IRA Contribution Deadline is Almost Here Stacy Bush July 14, 2020
The 30 Best High-Paying Jobs of the Future Kent Patrick July 07, 2020
The Right Strategy for Investors Right Now Stacy Bush June 30, 2020
Trading vs. Investing Kent Patrick June 23, 2020
Should I get out of the market until this calms down? Should I delay my retirement? Kent Patrick June 09, 2020
IRS offers guidance and flexibility for employee benefit plans Stacy Bush May 26, 2020
Thrift Savings Plan Udpate Kent Patrick May 19, 2020
How Covid-19 Has Changed Retirement Planning Stacy Bush May 12, 2020
Covid-19 and Market Update Kent Patrick April 21, 2020
April 9th, 2020 Conference Call Stacy Bush and Kent Patrick April 09, 2020
The CARES Act 2020 Stacy Bush and Kent Patrick March 31, 2020
Conference Call Discussing The Threat Of Covid-19 On Our Economy Stacy Bush and Kent Patrick March 27, 2020
Not Making Decisions Based on Emotion Stacy Bush March 24, 2020
Stacy & Kent Discuss the Markets, Coronavirus and more Stacy Bush and Kent Patrick March 17, 2020
Market Volatility Conference Call 03/10/2020 Stacy Bush and Kent Patrick March 10, 2020
Coronavirus and more Stacy Bush March 10, 2020
Stock Market Volatility and the Coronavirus Stacy Bush and Kent Patrick March 03, 2020
2020 Market Volatility Conference Call Stacy and Kent February 28, 2020
IRA Rollover Pitfalls when Changing Jobs Stacy Bush February 18, 2020
Social Security Scams to Spot and Avoid Kent Patrick February 11, 2020

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