Don't ever think identity theft cannot happen to you. Read our latest blog about tricks that hackers use and about the proactive steps we are taking as a firm regarding cybersecurity. https://t.co/5h7ZhXih8I…/
Check out Ron's latest video about how we help our clients to meet their goals for a successful retirement... even when there are forecasts about a coming recession. https://t.co/EH1Ivyjl2G
Taxes are part of our lives, but aren't they really boring? In Ron's video he explains how critical that tax planning is for the creation of wealth and the preservation of your retirement nest egg. https://t.co/4F4n29urcB
Here's the slideshow from our "2019 Market & Portfolio Strategy Preview" client event last week along with analysis by Ron and Dave.
https://t.co/xhrHU37Hv0
The US stock market has had a tough time recently, but investors who have a financial plan are able to stick to their strategy and prosper. If you'd like to visit about your personal investment results, give us a call at 712-256-4856.
Making a Qualified Charitable Distribution (QCD) out of your IRA is a great way to save on your taxes and also make a donation to your favorite charity. Check out Ron's video on our website. https://t.co/8U30R9lwj8
Ron was pleased to serve for six years on the Board of Directors and as Finance Committee Chairman for Vodec. Vodec is a non-profit organization serving Omaha and Western Iowa and provides employment opportunities and training for persons with disabilities.
Check out https://t.co/GUyYoZmQYE in which Ron was quoted as part of a blog on April 18. The author had interviewed him when he was at the annual Schwab IMPACT Conference last fall. https://t.co/Q2bD70PxS8…/lakes-linebackers-and-lot…/a1110407
Why would it ever be wise for a person to pay $50,000 in taxes right away in regards to his company stock? Read Ron's latest blog for an example of how we help folks minimize their taxes.
https://t.co/xekDCaIIom
Watch this third video of a 3-part series in which Ron explains three more strategies for reducing income from hitting your tax return. https://t.co/PftIiuA2tR
Watch this second video of a 3-part series in which Ron explains three more strategies for reducing income from hitting your tax return under the new tax law. https://t.co/y2hzrcXROx
Watch this first video of a 3-part series in which Ron explains two strategies for reducing income from hitting your tax return under the new tax law. https://t.co/Dhu2mWvmKl
No one enjoys seeing all the red on the screen from what has been happening in the market these past few days. Click the link to go to our website and read our latest blog about the recent volatility in the stock market.
https://t.co/i6jJIWZSk5
Here's the presentation that Ron and Dave made at our "Forecast 2018" seminar on January 25.
Click the link to go to our website to listen to our market analysis along with our slideshow.
You can reach our team by calling 712-256-4856.
https://t.co/iBpVSP53Jp