26 June, 2023 Tax Planning

Why You Think Twice About Getting Your Financial Advice From Social Media

The rise of the internet and social media has made information more accessible than ever before. While this has its advantages, it has also created a concerning trend. With just a social media account and some savvy, anyone can share information and gain...

20 June, 2023 Total Client Experience

Paul’s Spring 2023 Comments

What Makes You Think That Is Actually True? “I heard the market is going to crash.” “I heard we are going into a recession.” I’ve heard these types of comments more than a few times from investors who are ready to change their portfolio after hearing...