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whitepapers

We believe that our team is comprised of some of the most experienced, highly qualified financial professionals in the industry.

They provide a steady hand and the confidence of many years of experience in this industry. The free, no-strings white papers they produce are detailed, in-depth and highly valuable insights into many of the most talked about, and most interesting, elements of the financial world. They are a true resource and we recommend you download and read them before committing to an investment strategy.
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RIA vs Wirehouse

Learn more about traditional large broker-dealer firms, otherwise known as wirehouses, registered investment advisors (RIAs) and also smaller, regional broker-dealers.
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Social Security

Learn some answers to common questions and discover some less well-known but equally important considerations to be aware of.
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Writing Covered Calls

Read about how writing covered calls can be a useful strategy for increasing investment income, while providing a relatively conservative means to offset downside risk and improve upside returns.
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How To Use Advisor Services Statement to Your Advantage.

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Net Unrealized Appreciation

Learn how to use a net unrealized appreciation (NUA) strategy as a means to lower the tax rate on lump-sum distributions from 401(k) and other employer-sponsored plans.
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Mega Backdoor Roth

How would you like to have tax-free income in retirement? Is your income too high to contribute directly to a Roth IRA? Learn about using “Mega Backdoor Roth” strategy as a means to maximize savings in a tax-free account.

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