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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....

Insights for Investors: Deciding on Where and How to Invest in...

By Maurice Stouse, Financial Advisor and Branch Manager If we reflect on almost four decades in the investment world, we cannot find, with any consistency,...

Insights for Investors: Fear or Optimism for Investors

By Maurice Stouse, Financial Advisor and Branch Manager It has been noted that most people, when they hear or read things that speak to fear,...