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