Welcome to our NCM BLOG page where we will address timely investment and financial planning topics...
Over the summer, a major piece of federal legislation—formally known as the “One Big Beautiful Bill Act”—was signed into law on July 4th. This bill introduces sweeping changes across tax policy, entitlement spending, and federal priorities; all which may carry implications for your financial strategy. Please note that this is a high-level, broad review of select items we believe may be important to our audience.
We are just about halfway through 2025 and there are already so many lessons for investors to take away from the global economic and market events. If you want to achieve financial independence sooner, read on for mistakes to avoid in your investing and planning…
When we meet with a new prospective client, we usually see either (or both) of the following scenarios: First, they own an annuity and have questions about if it is the right investment for them; and/or second, they have little, if any, real diversification in their portfolio.
As we step into the New Year, many of us are setting goals for better health, stronger relationships, and smarter finances. But as the harrowing account of what happened to Richard Whitacre (as covered by the Wall Street Journal) reminds us: Make financial choices with careful consideration and due diligence.
As 2024 draws to a close, now is the perfect time to take stock of your finances. A year-end review helps you assess your financial health, address gaps, and prepare for a secure future. Here are our Top 10 Financial Planning Tips for 2024 to help ensure you are on track as the year ends.
The future is something most of us take for granted. But the truth is we generally never know what tomorrow will hold. And when it comes to financial planning, perhaps there is nothing more important than keeping our families and loved ones in the most secure position as possible. What should you do? Read our blog to find out!