Ric Komarek, CFP®Imagine getting a tax bill for money you never received. It’s called "phantom income," and it can catch even experienced investors off guard. Here is how to spot it and keep your retirement plans secure.
Ric Komarek, CFP®As we gather for the holidays, it’s easy to worry about what could go wrong in the economy. But when we look at the history of market cycles, there is actually a lot to be thankful for. Here is a look at why the "gray zones" in the market history matter more than the scary headlines.
Ric Komarek, CFP®This holiday season, let's look past the scary headlines. I'm sharing a few key reasons to be thankful for the market's performance and, more importantly, what it means for your retirement plan.
Ric Komarek, CFP®AI is all over the headlines, driving the market up. Is it a bubble like the dot-com crash? I'll explain how we're thinking about AI and how your diversified plan is built to handle what's next.