Stay informed about your
financial health

Stay informed about your financial health

Blog

How Stocks Did Under President Trump

How Stocks Did Under President Trump

Market Blog 1/20/2021 Today Joe Biden becomes the 46th President of the United States. We’ve already looked forward at what his presidency, coupled with a blue wave in Congress, could mean for policy in Market Policy Projections for 2021, so...

read more
Treasury Yields Rising

Treasury Yields Rising

2021 Policies Update and the Markets In this week’s Market Signals podcast and video, LPL Research talks about 2021 policy updates and the possibilities of higher taxes and more regulation, more stimulus, higher Treasury yields, and better...

read more
Key Tax Deadlines for 2021

Key Tax Deadlines for 2021

While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it is...

read more

Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA

 

As Seen In


As Seen In

Are you seeking the confidence to move forward?

Schedule some time with us to talk and see if we’re a good fit for each other.