Joseph Myers

Independent Investment Professional

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”