We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for March 21, 2022 

This Weeks Podcast –What’s The Difference Between a Mutual Fund and an ETF?-

Are you torn between investing in a mutual fund or an ETF?

Learn why ETFs are more efficient and low-cost as compared to mutual funds and are suitable for anyone looking to be actively managed.



We’d like to invite you to our upcoming presentation by noted financial professionals Becky Swansburg and Marty Ruby in an online event: $28+ Trillion of National Debt, and the Impact on Your Retirement​​​​​ National Debt Webinar with Marty and Becky.   Becky and Marty are the authors of The No-Compromise Retirement Plan and the architects of the Stonewood Reports. They will join us to discuss Index Universal Life Insurance, 2021 taxes, and steps to consider taking to reduce your tax liability to and through retirement. 

Some of the topics that we will discuss:

Changes and Strategies YOU can implement in 2021 and beyond

How to leave the most money to beneficiaries

What happens to taxes when a spouse passes away

How a new administration may impact your taxes​​​​​​​

Tax law changes that are coming in 2025​​​​​​​

America’s $28+ Trillion of National Debt and what that means for future taxes​​​​​​​

How to take advantage of current low taxes​​​​​​​

​​​​​​​Times are very limited so make sure that you reserve your spot today by clicking here: National Debt Webinar with Marty and Becky

This Weeks BLOG –What’s The Difference Between a Mutual Fund and an ETF?

When you look at your investment portfolio, you may find a few things: mutual funds, exchange traded fund (ETFs) and quite a few others. If you’re deeply involved in retirement planning, you probably know the difference between a mutual fund vs. an ETF.

We’re going to walk you through the concept of a mutual fund and an ETF, how they differ and when each is beneficial.