As you may have heard, the House Ways and Means Committee drafted a tax law proposal that came out on Monday. There has been much talk of a new tax bill since President Biden took office. This is the first proposal we have seen come from the Democrat … Read More about New Tax Proposals Are Out!
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was named by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
"The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already, without … Read More about Are Stocks Overvalued?
As financial advisors, we often have people ask us, “How do I know if I need an advisor?” or “I’m not sure if I need an advisor”. These are great questions and ones we like to help people address. Our goal is to work with clients that need and want … Read More about Do You Need a Financial Advisor?