Bill Gass, CEPA

10/16/2026

Surviving a hurricane can be emotionally and financially devastating. But you don’t have to go through it alone. We have resources and experience to help get you back on the path toward rebuilding your life. Don't hesitate to reach out with questions.

If you’ve been impacted by a natural disaster, consider these steps to help begin the recovery process.

10/15/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.

10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4dFez7U

10/13/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

10/12/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4hRikd3

10/07/2026

Tax identity theft can have consequences on your financial credit, let's be proactive and protect ourselves against fraudsters. Check out these ways to help strengthen your financial credit & build the know-how to shield yourself from scams.

Managed debt strengthens credit scores and opens doors

10/06/2026

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re considering opening a Roth IRA, give me a call and I’d be happy to help you develop a retirement strategy that’s right for you.

Learn about this type of IRA, which allows for after-tax contributions with the potential for tax-free income in retirement.

10/05/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/470WE82