Welcome to our NCM BLOG page where we will address timely investment and financial planning topics...
Being a better investor has so many wonderful long-term benefits, and none are truly “specifically” about your net worth. Here are a few tips we have learned along the way to becoming a better investor...
The new OBBBA tax law is packed with hidden opportunities—and traps. Here's a few highlights that you should review before year-end.
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.