Robbie Schubert

www.broadridgeadvisor.com

What Is Value Investing? (Jun) Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.

Locked Out? How to Break Into Today's Housing Market (Jun) For many young people today, the prospect of buying a home can seem out of reach.

High Prices Force Buyers to Stretch Out Car Loans (Jun) Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

Variable Annuities: Strategies to Help Counter Retirement Risks (Jan) Unlike retirement accounts, there are no federal contribution limits for variable annuities. Better yet, the investment gains won't be taxed until they are withdrawn.

Voluntourism: Getting Away and Giving Back (May) A volunteer vacation allows you to give back, meet new people who share your interests, and immerse yourself in a different culture.

What Can You Learn from Your Tax Return? (May) Your tax return is full of useful information. Here are four things you could learn about your finances.

Last Thursday, we had a wonderful evening connecting with clients at our Shred Day & Social Security Workshop! Guests brought old documents to safely shred while enjoying wine, finger foods, and great conversation. We were also honored to have a special guest speaker Kevin Hanson from our home office share valuable insights on Social Security planning and retirement strategies.

Thank you to everyone who attended and trusted us to help guide your financial future. Events like these are a great reminder that financial planning is about more than numbers — it’s about relationships, education, and peace of mind.