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5 Timeless Warren Buffett Quotes to Understand Today's Market Trends
The most important point is that well-diversified portfolios have demonstrated remarkable resilience despite the challenging market conditions we've recently faced. We continue to have strong confidence in the long-term outlook.
May 19


Market Corrections and Recoveries
Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...
May 15


Revenue Sharing at Edward Jones: Why Fee-Only Planning Is a Better Way
There’s a statement tucked into Edward Jones’ Revenue Sharing Disclosure that every investor should read carefully: “We want you to...
Apr 23


Unlocking Tax Credits for Small Business Owners: How the SECURE Act Can Help You Save
By Todd Pouliot, AIF As a small business owner, offering a retirement plan to your employees is a great way to attract and retain top...
Apr 16


The Impact of Roth Conversion Option on Thrift Savings Plan (TSP): What You Need to Know
In November 2024, Thrift Saving Plan  (TSP) officials announced a significant update that will affect the lives of all 4.1 million...
Mar 29


Federal Employees- The Fork in the Road
Federal Employees- The Fork in the Road Embrace possibilities with Gateway Financial—the pathway to your promising future. This option...
Jan 30


Maximizing Your Health Savings Account (HSA): Strategies for Tax Planning and the Beneficiary Burden
Health Savings Accounts (HSAs) are powerful financial tools that offer numerous benefits for those looking to save for healthcare...
Sep 27, 2023


What are the all-in costs of a Fixed Indexed annuity?
Annuities are highly complicated financial products. One of the main factors you should consider is commissions. Why, because I used to...
Sep 6, 2023


Why are annuities so difficult?
First, why did I write this? In the first half of 2023, total annuity sales jumped 28% to $182.7 billion. This marks the highest sales...
Sep 6, 2023