Earn Stability, Predictability and Tax Efficiency with Yield Key Takeaways Incorporating dividends and/or interest into a portfolio can generate passive income without depleting principal. Yield-based...

The secure act offers new flexibility for unused dollars Key takeaways The SECURE Act offers the ability to rollover up to $35,000 of unused 529...

Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...

Will your current risk profile get you to your goals? Key Takeaways  The bear market hung around for 248 days, costing investors an estimated $3...

2022 Economic Market Year in Review Written by Brad Sanders, CFA, Managing Director, Tectonic Advisors November 15,2022 We have been spoiled for way too long....

Know the risk of being in and out of the market Anytime the market has taken a turn, investors wonder whether it’s smarter to stay...

With inflation going through the roof, employee salaries soaring and other expenses rising fast, dental practices everywhere are feeling the profitability pinch. While raising fees...

The potential impact to investors The U.S. Treasury yield curve inverted for the first time since 2006 causing even more market volatility and some economists...

Weak earnings and inflation fears send market sliding On Wednesday, May 18, 2022 the S&P 500 slid -4.04%, the worst drop since June 2020. Earnings...

Is now the time to act before the next hike? The era of ultra-cheap money is over. With interest rates on the rise, borrowing money...

Tax planning considerations to optimize your retirement portfolio savings A strategic tax plan is one of the most important steps toward accumulating wealth, and it...