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Thursday, November 16, 2023

This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...

Wednesday, August 16, 2023

We strive to keep you regularly updated with important information and news. Please find the current monthly whitepaper from Phil Blancato, Osaic’s Chief Market Strategist, attached below. This paper provides research, analysis,...

Saturday, July 15, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

Tuesday, June 6, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Bond Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...

Tuesday, May 2, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

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Saturday, April 1, 2023

About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...

Tuesday, February 28, 2023

Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...

Sunday, January 8, 2023

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...

Thursday, December 1, 2022

As the year’s final month, December brings holiday gatherings and hopefulness for brighter days ahead in 2023. Looking back at how the economy performed in November, we saw lighter holiday-week trading at Thanksgiving...

Wednesday, October 5, 2022

Capitol Financial Solutions, a Super-OSJ affiliated with Royal Alliance Associates with over $2.2 billion in total assets under administration, today announced the successful recruitment of Paul Kelly, AIF®, a Financial Advisor based in...