Financial Insights

Spencer Metcalf 3/6/23 Spencer Metcalf 3/6/23

2023 Tax Planning

Numbers to help prepare for tax season.

Ashley Gliss 3/1/23 Ashley Gliss 3/1/23

SECURE Act 2.0: An Overview

Congress passed Secure 2.0 at the end of 2022 see how it impacts you in a comprehensive overview.

Spencer Metcalf 8/1/22 Spencer Metcalf 8/1/22

Time-In vs Timing

Patience in the markets can often lead to better results over the long-run.

Spencer Metcalf 7/14/22 Spencer Metcalf 7/14/22

An Update on Market Volatility

Commentary about the shift gears of the market in the beginning of 2022.

Spencer Metcalf 7/14/22 Spencer Metcalf 7/14/22

Key Estate Planning Documents

Five key documents you should have in your Estate Plan.

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Securities and advisory services are offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC)
member FINRA, SIPC, a broker-dealer and registered investment adviser. Thomas S Metcalf is an Investment Advisor Representative, and Kristy Smith is a Non-Registered Associate of Cetera Advisor Networks LLC. Cetera is under separate ownership from any other named entity.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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