Broker Check

Video Library

2019

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