Author: Greg Phelps

The Best Investment For 2017

Posted by Greg Phelps | Jan 7, 2017 | Investing |

For years, we’ve been tracking the returns of various asset classes. It would sure be nice...

Do I Need Long Term Care Insurance?

Posted by Greg Phelps | Dec 26, 2016 | Insurance, Medical & Healthcare |

As financial planners, we’re often asked “Do I need long term care insurance, and how...

4 Reasons Investing In Gold Makes Sense (And Why It Really Doesn’t)

Posted by Greg Phelps | Dec 16, 2016 | Investing |

I have a burning question for you: If investing in gold is so great, why is it marketed like...

4 things to do when a spouse inherits an IRA

Posted by Greg Phelps | Nov 1, 2016 | Estate Planning, Tax Planning |

As a financial advisor of 20+ years, one of the hardest things I’ve helped anyone deal with...

Election or not, the stock market rewards good behavior

Posted by Greg Phelps | Oct 24, 2016 | Investing |

Outside of professional athletes kneeling during our national anthem, the upcoming elections are...

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