Facing Your Fear – How Bad Is A Bear Market Really? Sandi Weaver, CPA, CFP®, CFA®
Facing Your Fear – How Bad Is A Bear Market Really? Sandi Weaver, CPA, CFP®, CFA® Thanks to the last three months, we’ve...
Read More
1st Quarter Newsletter - January 17, 2019
Our newsletter this quarter features two timely articles on the financial markets: Alex's review of 2018 and outlook for...
Read More
Estate Planning 101 - Protect What you Cherish
Sandi Weaver can give a workshop for your group!
Read More
Is it Your New Year’s Resolution to Retire?
Learn tips on planning for retirement, budgeting and how to best utilize your Social Security benefits
Read More
4th Quarter 2018 Newsletter
Trade Update! NAFTA 2.0 and the Global Trade Spat by Alex Petrovic & This is too good to be true! Or, are we headed for...
Read More
Here’s how tariffs affect you!
Let’s look at Apple’s IPhone 6 for example...
Read More
Do you (or your young adult) have post-graduation jitters?
Did your child leave the college campus to join the workforce in their first real job? Think of all the complexities...
Read More
Death and Taxes and Living Wills by Sandi Weaver, CPA, CFP®, CFA®
A Living Will says “when to pull the plug”
Read More
Is Social Security Coming to an End?
There has been a growing concern regarding the diminishing assets of Social Security and its capability of continuing...
Read More
Smart Money Experts on Preparing for Revisions to Federal Tax Code
How will my taxes change in 2018?
Read More
Another Housing Bubble? By Alex Petrovic III
A Bubble or Supply & Demand?
Read More
The KCUR Smart Money Experts with Sandi Weaver
How to turn a profit while making a positive impact
Read More
