Tra Sullivan

What Every Investor Should Know

Whether you’ve been investing for decades or are just getting started, at some point you’ll likely ask yourself some fundamental questions. The 10 listed here

Ron Skalberg

IRS Announces New Phase of ERC Processing

The IRS’s detailed review of ERC claims uncovers significant risks, leading to a continued moratorium, slow processing of lower-risk claims, and a call for filers

Beaird Harris

Bitcoin Update

Discover how Bitcoin ETFs are simplifying investment options in our latest update. Our investment committee outlines the process of incorporating Bitcoin ETFs into portfolios for

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