Broker Check

Educational Videos


SECURE Act 2.0: Tax Planning Opportunities


Protecting Your Money Against a Bear Market

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Two Pros and Cons of Target Date Funds


2022 Year End #Tax Strategies

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Are Annuities a Good Investment?


Is the 60/40 Portfolio Dead?

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Retiring In a Bear Market?


Your Best Options to Fight Inflation

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April is Financial Literacy Month!


The "Safe" Investment Yielding 10% Soon

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Importance of Creating an Income Plan


Importance of Naming Beneficiaries

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Tension with Russia Affects the Market


How to Weather a Market Correction

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Feeling Terrible About the Economy is Good


Stock Market Stumbles, Time to Sell?

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Economic Headwinds: Time to Rebalance?


Secure Act 2.0: What it Means for You

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Piedmont Merger with Eastside Medical


Is Now a Good Time to Rebalance?

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This SS Mistake Could Cost You $100k!


The Great Resignation

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Is a Roth IRA Right For You?


Income Allocation Whiteboard

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Lazy Money Whiteboard


The Reed Financial Group Difference

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