Video Library
2020
1/27/2020 RMD Changes
1/10/2020 2020 Outlook
2019
12/04/2019 The Widow Tax
11/12/2019 The QBI Deduction
10/22/2019 The Medicare “Tax Trap”
10/08/2019 RMD Start Date
10/01/2019 Tax Free Social Security
9/27/2019 Quantitative Easing - Does it work?
9/24/2019 Early 2020 Election Thoughts
9/18/2019 The Inverted Yield Curve
9/12/2019 Why has the market gone up?
8/12/2019 Should you own annuities?
8/06/2019 Gifting of Appreciated Assets
7/29/2019 Mid Year Update
7/20/2019 Federal Rate Cuts
7/09/2019 Is there a global slowdown?
7/01/2019 Update on the Trade War Conversation
6/18/2019 What was your tax bill?
5/31/2019 Six Month Recap of Market Performance
5/23/2019 Tax Sensitivity & Tax Efficiency
5/22/2019 Potential Changes in Required Minimum Distributions
5/15/2019 Ordinary & Qualified Dividends
4/29/2019 Trust as an IRA Beneficiary
4/22/2019 Roth IRA Conversions
4/15/2019 Stock Buybacks
4/02/2019 Which one is cheaper, Stocks or Bonds?
3/28/2019 South Carolina Probate Law
3/22/2019 1st Quarter Update with our Chief Investment Officer
3/21/2019 Is the current tax structure beneficial to me?
3/19/2019 China and the Trade Deal
3/04/2019 RMD (Required Minimum Distribution) Deferrals
2/27/2019 Behavioral Investing
2/12/2019 Strategic Allocation
2/4/2019 Our 2019 Outlook
1/2/2019 Helpful Social Security Thoughts
2018
12/21/2018 2018 Market Recap
12/7/2018 Charitable Giving Strategy
12/4/2018 Trade War & Tariffs
12/4/2018 Midterm Elections Follow Up
11/5/2018 Preparing for Election Day Outcomes