Taxes and the Turning of the Seasons

Tax season is officially here! We understand that navigating this process can be challenging. While we are not CPAs, we are committed to supporting you and your tax advisors every step of the way. Whether you have questions or need assistance organizing your financial documents, we are here to help.

Worried About Your Portfolio?

Financial Planning In a Headline-Driven World

If you’ve been thinking a bit more about your portfolio amongst news headlines lately, you are not alone!

Captivating news headlines and market volatility are normal but can drive a lot of “financial anxiety.” Since the market made new all-time highs last year, many people have begun to wonder more about how a possible drop in the market could impact their finances. Over that time, the market has managed to continue to “climb a wall of worry” as we have slowly but surely made progress in some key economic areas like inflation, unemployment, wage growth, and corporate earnings...

Thought you'd heard Brent's voice enough? Think again!

Check Out Brent's Podcast 'The Money Alchemist'

Whether you're a seasoned pro, new to the industry, or just trying to learn a thing or two, Brent's podcast with Ben Jones from National Wealth Management Group is sure to expand your knowledge and provide fresh perspectives on critical financial topics. Available on all major streaming services.

Questions or want to get in contact with Brent?

Advisory services offered through National Wealth Management Group, LLC, a Registered Investment Adviser. This information is intended for educational purposes and is not intended as a recommendation to buy or sell securities. Investing involves risk. Before investing, you should consult with a financial advisor to determine how a specific investment strategy fits your personal goals and objectives.