Broker Check


Roth IRAs

Traditional IRAs

Labor Day 2020

Non-Qualified Investments

Plato's Retirement Cave

Qualified Investments

U.S. 2nd Quarter 2020 Gross Domestic Product

Tax Registrations & Investment Types

Schrödinger's Cat and the Retirement Paradox

Blooper Reel #1

Independence Day 2020

Simple versus Compound Interest

Rule of 72

Memorial Day 2020

Investment Psychology Cycle

Lump Sum Illusion

Mother's Day 2020

U.S. 1st Quarter 2020 Gross Domestic Product

May The Fourth Be With You 2020

Is 2020 the New 2000?

Building Trust

Power of Indexing

Easter 2020

Planning for Opportunities

Plan Ahead

Vision During Crisis

Here For You During The Coronavirus

Retirement Analyzer Process

The First Meeting Experience

Mark & Scott's Investment Philosophy

Mark & Scott's Professional Backgrounds

Mark & Scott's Personal Backgrounds

Do You Know?