By Kelley Muhsemann Marketing Manager The Tax Cuts and Jobs Act (TCJA) of 2017 marked one of the most significant overhauls of the U.S. tax code in decades. Among its many provisions were changes that directly affected high-net-worth investors. While predicting the future is impossible, the sunset of the TCJA is a unique instance of...Read More
We are pleased to announce that our Chief Investment Officer and CEO, Steven M. Rogé, successfully completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC. Held on May 9-10, 2024, this exclusive workshop brought together members of Ed Slott’s Elite IRA Advisor GroupSM to delve into the latest strategies for...Read More
By Kelley Muhsemann Marketing Manager Retirement is a milestone many of us eagerly anticipate, envisioning a time of leisure, freedom, and new adventures. However, transitioning into retirement requires careful consideration and planning to ensure a smooth and fulfilling experience. As you prepare for this new chapter, here are five essential things you should know for...Read More
