Assets and Taxes

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. In this podcast, Kent discusses Asset Strategy's 2021 Second Quarter Market Review! . . . . . . Disclaimer: Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services offered through Asset Strategy Financial Insurance Agency, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of whom are independent of Anchor, Google Podcast, Spotify, & iTunes.

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. In this podcast, Kent discusses Asset Strategy's 2021 First Quarter Market Review! . . . . . . Disclaimer: Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services offered through Asset Strategy Financial Insurance Agency, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of whom are independent of Anchor, Google Podcast, Spotify, & iTunes.

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. In this podcast, Kent discusses Asset Strategy's 2020 Fourth Quarter Market Review! . . . . . . Disclaimer: Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services offered through Asset Strategy Financial Insurance Agency, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of whom are independent of Anchor, Google Podcast, Spotify, & iTunes.

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. In this podcast, Kent discusses Asset Strategy's 2020 First Quarter Market Review! . . . . . . Disclaimer: Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services offered through Asset Strategy Financial Insurance Agency, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of whom are independent of Anchor, Google Podcast, Spotify, & iTunes.

The April 2023 issue of MoneyLetter explores the questions that are facing the economy and investors, and how the markets are forging ahead despite the uncertainty. You’ll also find a step-by-step explanation of Dollar Cost Averaging, a sensible strategy for volatile times. These two feature stories are recorded by MoneyLetter’s publisher Brian Kelly. Listen now!

The Omnibus Act passed through the Senate greenlighting the Secure Act 2.0. A lot has changed this year, and this is a change that is for sure going to have a rippling effect on your portfolio now and in this new year. If you've been going at it alone on your financial plan, this can be a piece of daunting news, you'll have to scour the legislative documents and find out how to reorganize your plan and timelines so that you don't make costly mistakes. However, this legislation doesn't have to be daunting. In fact, if you know what's in it, and how to navigate it, you can actually improve your financial situation. And that's why we're here to discuss these changes, talk about the future of your retirement and show you that the right partner by your side can help you get through retirement. Featuring: Managing Director of Asset Strategy KENT FITZPATRICK AIFA®️, GFS®️, CBFA and Director of Retirement John D. Gentry, CFP®, CEBS®, AIF®, C(k)P® Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Kent A. Fitzpatrick, AIFA®️, GFS®️, CBFA is an Accredited Investment Fiduciary Analyst®️️ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Kent A. Fitzpatrick, AIFA®️, GFS®️, CBFA is an Accredited Investment Fiduciary Analyst®️️ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy’s Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.