What is the CARES Act?
The CARES (Coronavirus Aid, Relief, and Economic Stability) Act is a bill passed by Congress providing funding relief to large… read more
Archive for the 'Investment Advisory' Category
What is the SECURE Act?
The SECURE Act (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019, with the goal of… read more
Looking To Purchase A Second Home?
Looking to purchase of an investment property or second home? Read this first. Owning a vacation home has been a… read more
Should I buy a rental property?
Rental properties are very popular among people looking to build wealth. Part of the attraction is the ability to see… read more
Focus On What You Can Control
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a… read more
2016 Five Star Wealth Manager – Brendan Smith
Congratulations to Brendan Smith for being selected as a Five Star Wealth Manager for the first time! Five Star Professional partnered… read more
2016 Five Star Wealth Manager – Patrick Smith
Congratulations to Patrick Smith for being selected as a Five Star Wealth Manager for the fourth year in a row!… read more
THE Market — Counting Candy in a Jar
Every day we hear about the market. It is in the news and on the TV. But what is the… read more
After the Brexit, What’s Next?
We thought it would be a good time to touch base with the market turmoil surrounding Britain’s referendum vote on… read more
Patrick Smith selected as a 2015 Five Star Wealth Manager
Congratulations to Patrick who has been selected as a Five Star Wealth Manager for the third consecutive year. Five Star… read more
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