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Video: Investing and Loss Aversion
I’m a big fan of Wendover Productions and their YouTube explainer videos. Recently, they released a new video called “The Magic...
Geoff Wells
Nov 19, 20181 min read


Year-End Tax Planning – 2018 Edition
Below are a few of the key strategies we consider, some of which are new for 2018: The Tax Cuts and Jobs Act (TCJA) is now in effect for...
Geoff Wells
Nov 18, 20184 min read


The Importance of Annual Enrollment
*While this post is long, it is certainly worth spending a little extra time reading. Fall is a very important time of year to review...
Geoff Wells
Oct 31, 20183 min read


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