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Insights for Investors: Some Things to Watch for 2025

By Maurice Stouse, Financial Advisor & Branch Manager Leading off our list would be interest rates. We watch, daily, the yield on the 10-year U.S....

Insights for Investors: Strategies to Consider for 2025

By Maurice Stouse, Financial Advisor and Branch Manager Happy New Year to our readers! We hope that you can move closer to attaining your goals...

Insights for Investors: Estate Planning – What are the Basics Everyone...

By Maurice Stouse, Financial Advisor and Branch Manager Planning for the passing of your estate – everything that you have come to own in this...

Insights for Investors: Should You Use A Covered Call Strategy For...

By Maurice Stouse These days, retirees and or would be retirees are doing a lot of planning and strategizing on their income and expenses. As...

Insights for Investors: Where Do We Stand at Mid-year?

By Maurice Stouse, Financial Advisor and Branch Manager We are into an election year, the markets have made some extraordinary moves and we thought it was...

Insights for Investors: Should You Consider a Donor Advised Fund for...

By Maurice Stouse, Financial Advisor and Branch Manager America and Americans are the most generous on earth. Up until a few years ago, gifts to...

Insights for Investors: The Debt, the Economy and the Markets

By Maurice Stouse, Financial Advisor and Branch Manager Economic growth can be measured by corporate revenues and profits, GDP growth, productivity growth (latest report is a...

Insights for Investors: Financial News for the First Quarter

By Maurice Stouse, Financial Advisor and Branch Manager The first quarter of 2024 is already behind us, and the markets have had some interesting results. The...

Insights for Investors: Health and Wealth – What are the Key...

By Maurice Stouse, Financial Advisor and Branch Manager Keith Knight spent over 50 years in the investment and financial services business before retiring to the Emerald...

Is a Roth IRA Conversion Right for You?

By Randal Locklier, President, Gulf Financial It’s no secret that it’s a good time for Roth IRA conversions. We are doing a lot of them....