Videos

2025 is shaping up to be a year of significant market shifts, with key factors such as rising interest rates, inflation, and evolving policies set to impact investments. In this video, I explore how these changes could influence your portfolio and discuss strategies to diversify beyond traditional stocks and bonds. With artificial intelligence continuing to drive growth and the energy sector poised for expansion, it's crucial to stay informed and prepared. Learn how to position yourself for success in the face of potential market volatility.

I wanted to give you a few tips that you might consider before the end of the year. So the first thing you may want to look to harvest some losses within your portfolio. So this has been a very strong stock market this year. You may have sold some positions at a profit.

You may ask yourself, how can I turn a 529 account that's typically used for college expenses into a Roth IRA account for myself or for my child or for my grandkids or somebody that I care about? There's a way to do it provided that certain provisions are in place.

Forego a tax break today, but imagine watching your $10,000 investment grow to $70,000 – all tax-free when you need it most. With no income limits, even high-earners can benefit. Whether you’re planning for a comfortable retirement or setting aside funds for end-of-life care, the Roth 401k offers flexibility and freedom from future tax burdens.

Many people are wanting to retire early, but with advances in health care, they're living longer. So it's very likely that many people will be retired longer than they actually work.

If you actually own a home, it's important to establish a HELOC, a home equity line of credit as a break the glass emergency contingency plan so that we do not have to deplete our valuable retirement savings if there's an emergency.