May 20, 2019
Brandon answers and email question, one that’s very common in his office: Where should we pull money from for home improvements? Considering the market reaction to trade tensions with China, Brandon explains what that means for you and his clients. Plus, an uplifting story of a single woman who put off making...
May 6, 2019
We’ve been told that inflation, taxes, and healthcare can diminish our portfolio fast. Brandon will explain why market risk is the biggest threat to your wealth when you’re over 55, and how he helped one couple plan for that “what if.”