Broker Check


From the desk of James Taska 

A collection of advanced concepts, nuanced discussions, and unique case studies to deepen your understanding of finance.

Friday, December 1, 2023

A discussion on how we can potentially navigate sequence of return risk surrounding retirement.

Wednesday, November 22, 2023

Financial planning and investing are complex endeavors that require rational decision-making backed by sound research. Unfortunately, we are often our own worst enemies, as human psychology is riddled with cognitive biases, mental traps and

Thursday, November 2, 2023

The Backdoor Roth IRA strategy offers a way for high-income earners to enjoy the benefits of a Roth IRA. However, for business owners, the presence of SEP IRAs and SIMPLE IRAs, can complicate matters due to the IRA Aggregation Rule.

Thursday, October 26, 2023

Two fundamental risks associated with annuities are liquidity risk and longevity risk.  These are the primary risks that are exchanged between the annuity owner and the insurance company.

Saturday, October 14, 2023

Life insurance is a valuable tool in achieving estate equalization.

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Tuesday, October 10, 2023

Including alternative investments and strategies in an investment portfolio can potentially offer several key benefits to investors, particularly if they are non-correlated with traditional stock and bond allocations.