Download Our Free 2025 Tax Guide, Start Planning Now
Here is a handy tax guide for the 2025 tax year (not the 2024 tax filing due this year by April 15). …
investing
Why the 2022 economic hangover was worse than expected
Most folks know a hangover is an unpleasant experience. The drinks go down easy, and it seems like a …
4 year-end tax and estate planning ideas
It’s time to act before the new year.
What a year it’s been! A crazy stock market. An …
Larry Bakerjian reflects on life, retirement and 40 years of investment planning
Larry and Roxane Bakerjian enjoy a 1972 Tyrrell 002, a Formula One car once driven by three-time …
Be balanced and give the stock market time to recover
Many of you have been in this position before.
Like many of you, Bianca and I are attempting to …
What does a broker-dealer do for you?
If you’re a client of mine, you’ve probably noticed the name Securities America associated with my …