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Blog and Education

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Raymond Bell | May 16, 2023

May: Disability Insurance Awareness Month

Disability insurance is insurance for your income if you become disabled and not able to work...
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Jimmy Lee | May 15, 2023

Weekly Market Commentary 05.15.2023

Brace yourself! The debt ceiling standoff continues...
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Jimmy Lee | May 8, 2023

Weekly Market Commentary 05.08.2023

The labor market just keeps growing... and growing...
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Jimmy Lee | May 1, 2023

Weekly Market Commentary 05.01.2023

Get real!
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Jimmy Lee | May 1, 2023

Weekly Market Commentary 05.01.2023

Get real!
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Amber Kodad | May 1, 2023

First Time Homebuyer? Things to Consider Before Taking that Leap

Life is full of many exciting firsts. Your first steps, your first car, your first love, your first job, and now your first home!
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Jimmy Lee | Apr 24, 2023

Weekly Market Commentary 04.24.2023

Better than expected...
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Jimmy Lee | Apr 17, 2023

Weekly Market Commentary 04.17.2023

Keep your eye on the big picture...
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Raymond Bell | Apr 14, 2023

The Unholy Trinity Life Insurance Gift Tax Trap

People take out life insurance with the understanding that the death benefit is paid to their beneficiaries’ tax free...
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Jimmy Lee | Apr 11, 2023

Weekly Market Commentary 04.11.2023

Ambiguous images...
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Jimmy Lee | Apr 3, 2023

Weekly Market Commentary 04.03.2023

Weekly Market Commentary
Perhaps we should call this a pushmi-pullyu market. The first quarter of 2023 brought Dr. Dolittle’s pushmi-pullyu – the rarest animal of all – to mind. It is
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Jimmy Lee | Mar 20, 2023

Weekly Market Commentary 03.20.2023

Weekly Market Commentary
Unknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures, central banks offered additional
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