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Marcus Dickerson | Jul 24, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Jason Dickerson | Jun 5, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Marcus Dickerson | Jun 3, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Marcus Dickerson | May 12, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Marcus Dickerson | Apr 17, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
Financial Literacy
financial planning
Financial Strategy
Financial Professional
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Marcus Dickerson | Mar 12, 2021

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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Marcus Dickerson | Feb 22, 2021

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Marcus Dickerson | Jan 19, 2021

What are the Benefits of Diversifying My Investments?

Investments

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the

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Marcus Dickerson | Jan 7, 2021

2021 Opens With A Bang

Financial Literacy
financial planning
Treasury
Financial Markets
New Year
Market Activity
Investor
Financial Strategy
Capital
Sound Analysis
Financial Professional
 

The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021

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Jason Dickerson | Jan 5, 2021

5 Highlights of the New Stimulus Package

Finance
Stimulus
Planning
business
PPP Loans
Student Loans
Stimulus Checks
Unemployment Benefits

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump

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Jason Dickerson | Dec 15, 2020

Should You Retire at the Same Time As Your Spouse?

Retirement
goals
financial planning
Finance

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Marcus Dickerson | Dec 7, 2020

Year-End Charitable Gifting and You

Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency

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