Vincent J. Lloyd CPA PFS CRTP EA

05/21/2026

https://cetera.com/advisors/cetera-wealth-services

Empower success with Cetera Wealth Services regional team model, offering you full control and support.

03/23/2022

01/28/2022

https://www.marketwatch.com/story/i-know-there-are-going-to-be-headaches-tax-preparers-brace-for-another-stressful-tax-season-as-some-report-difficulty-hiring-staff-11643335124?mod=personal-finance

'I’m not looking forward to it at all,' said David Tolleth, president of the National Association of Enrolled Agents.

06/24/2020

To Roth or not to Roth? Use this chart to decide which is the best IRA for you.

06/24/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks in the June Market & Economy Update.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

05/08/2020

Ready to move on? Maybe your investments should move with you. Walk through your options before deciding what to do with your employee retirement plan.

05/08/2020

Riding out the market’s ups and downs can be stressful. What is the answer to confident investing? It is diversification. Diversification can help you smooth out the market’s ups and downs over time. To create a well-diversified portfolio read more here.

05/08/2020

Worried about taxes when converting to a Roth IRA? These three strategies can help limit your tax liability during conversion and retirement.

05/08/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in April 2020.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

03/02/2020

Martin Landry, Director of the Portfolio Management Group at Avantax, offers insights and several things investors should think about before acting during this time of market turmoil.