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Randy's Insights

Randy's Insights

On this page you will find two videos per week. The Monday Market Update will review the past week in the markets and preview the week to come.

This is an in depth explanation of market action. The Friday Planning Video presents ideas for the overall financial plan. This will include timely action items and overall planning tips.

Our Videos

Monday Market Update

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Friday Planning Video

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

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Our Services

Retirement Planning

Retirement Planning

We create strategies that are tailored to your needs and goals.

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Wealth Management

Wealth Management

Years of experience have prepared us to guide you through your life transitions.

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Education Planning

Education Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Income Planning

Income Planning

We create strategies that are tailored to your needs and goals.

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Estate Planning

Estate Planning

Years of experience have prepared us to guide you through your life transitions.

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Tax Planning

Tax Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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