The Hidden Costs of Do-It-Yourself Investing vs. Working with a Financial Advisor
DIY investing can seem like the most cost-effective way to manage your money—but the hidden costs often outweigh the savings. From emotional decision-making to missed tax strategies and the time required to manage a portfolio effectively, going it alone can be riskier than it appears.
In our latest blog, Curtis explores why partnering with a financial advisor can help you stay disciplined, optimize your strategy, and ultimately protect both your portfolio and your peace of mind.
Understanding Risk Tolerance: What’s Right for You?
Understanding your risk tolerance is one of the most important steps in building a strong investment strategy. Knowing how much risk you can comfortably take helps you stay disciplined during market fluctuations and aligned with your long-term financial goals.
In our latest blog, Jeff breaks down the key factors that influence risk tolerance and share practical steps to help you assess your own comfort with risk.
Smart Investing During Economic Uncertainty
Economic uncertainty can be challenging for investors, but with the right strategy, it’s possible to navigate volatility with confidence and discipline.
In our latest blog, Curtis explores key principles for investing during uncertain times — including maintaining a long-term perspective, diversifying your portfolio, rebalancing strategically, and leveraging professional guidance.
How to Balance Retirement Planning and Enjoying Life Today
Planning for retirement is important—but so is enjoying life today. The real challenge? Finding the balance between preparing for your future and making the most of the present.
In our latest blog, Jeff shares practical strategies to help you save smartly, spend intentionally, and achieve both financial security and everyday fulfillment.
Staying Disciplined During Market Volatility: Strategies for Success
Market volatility can feel unsettling, but it doesn’t have to derail your financial journey. By following a clear investment plan, maintaining a long-term perspective, and applying strategies like diversification and disciplined contributions, you can navigate turbulence with confidence.
In our latest blog, Curtis shares practical steps to help you stay focused, avoid emotional decisions, and keep working toward your financial goals—even in uncertain markets.
Holistic Wealth Management: More Than Just Investments
Building wealth isn’t just about investing—it’s about seeing the bigger picture. Holistic wealth management integrates financial planning, investments, tax strategies, retirement, and estate planning into one cohesive approach.
In this blog, Jeff talks about how holistic planning aligns every piece of your financial life and can help create a clear path toward lasting success.
Questions to Ask Before Choosing a Financial Advisor
Choosing a financial advisor is one of the most important decisions you’ll make for your future. The right advisor should act in your best interest, provide transparency on fees, and align their strategies with your goals.
Curtis shares the key questions you should ask before making this critical choice—helping you feel confident and informed in selecting the right partner for your financial journey.
Nevada’s Unique Trust Laws: What High-Net-Worth Families Should Know
Nevada has become a top choice for high-net-worth families establishing trusts — and for good reason. From strong asset protection and tax savings to privacy and long-term wealth preservation, Nevada’s trust laws provide unique advantages.
In our latest blog, Jeff breaks down the key features and what they mean for families planning their financial future.
Navigating Wealth Management in Nevada's Growing Economy
Nevada’s booming economy—fueled by tourism, technology, and renewable energy—creates exciting opportunities for building and protecting wealth. Combined with the state’s unique tax advantages, the right strategy can make a significant difference for your financial future.
In this blog, Curtis explores how local expertise, smart diversification, and long-term planning can help you navigate this dynamic landscape and maximize your wealth potential.
Why Locally-Owned Wealth Management Firms Offer a Personal Advantage in Nevada
Choosing the right financial advisor is about more than investment returns—it’s about finding someone who understands your unique landscape. For Nevadans, locally-owned wealth management firms bring distinct advantages: deep knowledge of Nevada’s tax laws, insight into local opportunities, and the personal connection that national chains can’t provide.
In our latest blog, Jeff breaks down why going local can make all the difference for your financial future in the Silver State.
A Holistic Approach with a Wealth Management Firm: What It Entails
Managing your finances isn’t just about investments—it’s about creating a strategy that brings every piece of your financial life together. From tax planning and retirement readiness to protecting your legacy, a holistic wealth management approach ensures your goals stay on track today and in the future.
In this blog, Curtis discusses how a comprehensive strategy can help you achieve lasting financial wellness.
The Importance of Financial Wellness: How to Build a Holistic Financial Plan
Financial wellness isn’t just about money in the bank — it’s about freedom, security, and the ability to focus on what truly matters. In today’s fast-paced world, a holistic financial plan can be the difference between surviving and thriving.
In our latest blog, Jeff goes over the essential steps to building that plan — from setting clear goals to preparing for the unexpected.
What Do Clients Value Most in Their Relationship with a Financial Advisor?
Building a strong relationship with a financial advisor goes beyond managing investments—it’s about trust, communication, and personalized guidance. When clients feel understood, informed, and supported, they’re more confident in their financial future.
In our latest blog, Curtis explores the key qualities clients value most in an advisor.
Social Security Earnings Test: Pros and Cons
Considering claiming Social Security before full retirement age? It’s important to understand how the earnings test could reduce your benefits if you're still working. While early benefits can offer flexibility and immediate income, they also come with long-term trade-offs.
In this blog, Jeff goes over the pros and cons—and why timing your decision carefully can make a big difference in your retirement strategy.
What are some advantages of an IRA vs. 401(k)
When it comes to building a secure retirement, where you keep your savings can be just as important as how much you save.
While both IRAs and 401(k)s offer valuable benefits, IRAs can provide greater control, broader investment options, and potential cost savings.
In our latest blog, Curtis breaks down the key advantages of IRAs and why they might be the right fit for your long-term strategy.
Are Roth Conversions Right for You?
Roth conversions are gaining traction as a strategic way to enhance retirement savings and reduce long-term tax burdens. But is it the right move for you?
In our latest blog, Jeff breaks down the key benefits and how a financial advisor can help you make the most of this opportunity.
Tax Loss Harvesting: An Essential Strategy for Your Investment Portfolio
Tax loss harvesting is a powerful strategy that can help reduce your tax liability while keeping your long-term financial goals on track. By strategically selling underperforming assets, investors can offset capital gains and even reduce ordinary income.
In our latest blog, Curtis breaks down how it works—and how a financial advisor can help you implement it effectively while staying compliant with IRS rules.
Understanding Different Retirement Accounts: 401(k), IRA, and Roth IRA
Planning for retirement? Choosing the right account—401(k), Traditional IRA, or Roth IRA—can make a big difference in your long-term savings and tax strategy.
In our latest blog, Jeff breaks down the unique benefits of each to help you make informed decisions for your future.
How a Financial Advisor Can Help You Set Up an Income Plan for Retirement
Thinking about retirement? Your income strategy could make all the difference. From tax-smart withdrawals to Social Security timing, there’s a lot to consider—and the right plan can bring peace of mind.
In our latest blog, Curtis breaks down how a financial advisor can help you build a retirement income plan that lasts.
Common Pitfalls of Individual Investors
Individual investors often face challenges that can hinder long-term success—from emotional decision-making to inadequate diversification and tax missteps.
In our latest blog, Jeff explores these common pitfalls and how working with a fiduciary financial advisor can provide the structure, discipline, and strategic insight needed to navigate them effectively.