From the Desk of Ryan Beamon

5 Documents to Bring to Our Portfolio Review Meeting

A portfolio review is an essential part of managing your financial growth and future goals. To ensure you get the most out of our meeting, you should prepare certain documents that give us a complete, accurate picture of your financial situation. Below is a checklist...

Economic Research Report – Mandate For Change

The red wave finally happened. A vast majority of counties – and most voter demographics – moved to the right, becoming more red. The result was a landslide electoral college victory for Donald Trump, who will become the 47th president of the United States....

Monday Morning Outlook – Finally, Election Eve

It’s almost over! Unfortunately, those texts might not stop right away. Unless this election is an unexpected blowout, some key states won’t have full counts of all their ballots for several days. That said, enough results from some hotly contested states like...