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Aug 31, 2023

Up until recently, there were 66 Dividend Aristocrats, stocks that have raised their dividends for 25 consecutive years or longer. Now there are 67. We’ll review that first, then we'll examine how the Black Diamond Dividend Growth Portfolio works. We'll see  why dividend investing is coming back into vogue, and how...


Aug 30, 2023

Daily IQ Retirement Brief 8/30/23


Aug 30, 2023

Do you own a successful small business and believe that you are paying too much in taxes?  Is there a legitimate, IRS approved method of getting deductions of $200,000, $300,000, $400,000 or more—for socking money away in an IRS approved investment account?  Yes. We'll talk about Cash Balance Plans today in the Market...


Aug 29, 2023

Daily IQ Retirement Brief 8/29/23


Aug 29, 2023

You’ve heard it many times, because it's true—most people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to planning who will inherit their assets-- and in what amount--after they’re gone. We’ll talk about trusts, IRAs, and estate planning...