Wes Garner

04/03/2023

What is a backdoor Roth IRA? Learn more about how this strategy allows high earners to take advantage of the tax benefits of a Roth IRA, which they would otherwise be unable to do: https://hubs.ly/Q01HFdSr0

03/30/2023

Thank you to all of our doctors and medical professionals!

03/24/2023

Financial stress spiked from the uncertainty in the banking sector, and will likely put a damper on the economy, and as the economy slows, consumers pull back spending, and aggregate demand falls, the Fed may not have to hike as much as they anticipated just a few weeks ago.

03/22/2023

When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building emergency savings and working towards their retirement goals is one of the biggest dilemmas they face. So, which should you focus on first? Learn more: https://hubs.ly/Q01HFd0L0

03/19/2023

I want to say the biggest thank you to all of my clients. Happy Client's Day!

03/17/2023

As 2023 heats up, talk about the national debt spiraling out of control will too. But what is the national debt and should investors worry about it? Learn more: https://hubs.ly/Q01FrY6q0

As 2023 heats up, talk about the national debt spiraling out of control will too. But what is the national debt and should investors worry about it? Learn more:

03/13/2023

Tax planning in retirement can look a little different. Here are some things to consider: https://hubs.ly/Q01FrMHS0

After years of saving for their golden years, many people nearing retirement fail to consider the tax burden they may face on income after they stop working. Wh

03/11/2023

Don't forget to change your clocks tomorrow!

03/08/2023

Historically, March has been a strong month for average returns, in the top four or five months, but in the past 5 years it has slipped to be the third worst. In fact, the February to March period has been the worst two month period over the past 5 years. More encouraging is the March to April two month period has been the strongest two month period.

03/06/2023

Are there certain S&P 500 sectors that might perform better if inflation rises? Read my latest blog for a breakdown of which sectors to pay attention to: https://hubs.ly/Q01DMmqc0

Are there certain S&P 500 sectors that might perform better if inflation rises? Read my latest blog for a breakdown of which sectors to pay attention to:

03/02/2023

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments before and after making them. Learn more: https://hubs.ly/Q01DgvmT0

02/28/2023

We've seen a lot of questions regarding the debt ceiling recently. One being, has Congress always raised the debt ceiling? Since 1960 Congress has raised the debt ceiling in some form 78 times. Every president since Herbert Hoover has seen the debt ceiling raised or suspended during their administration.