Blog
Check out our blogs on Market Volatility, Retirement Checklists, and Taxes!
‘Original Shark’ Kevin Harrington Spotlights 10 Entrepreneurs To Look Out For
Kevin Harrington, the "Original Shark" from Shark Tank, has built his legacy by spotting groundbreaking ideas and backing entrepreneurs to bring them to life. Over the years, he has invested in innovators who have gone on to transform industries and inspire the next...
The Right Financial Guidance Matters: Clayton Shum Helps Retirees Navigate Crossroads
Retirement is a pivotal turning point, a time of excitement and uncertainty. After decades of work, many retirees look forward to newfound freedom. However, that transition brings complex financial questions. Clayton Shum, a seasoned financial planner with over 20...
The Silver Tsunami Is Here: Clayton Shum On The Importance Of Retirement Planning
“Most people are usually left to navigate complex tax rules, withdrawal strategies, healthcare costs, and investment decisions on their own,” says Shum. “Retirement planning should begin before the retirement party.”
Maximizing Your Social Security Benefits
Discover how recent changes, including the new Social Security Fairness Act, could significantly impact your benefits. Learn actionable strategies for maximizing benefits, optimal timing for withdrawals, and how your choices today could result in thousands of...
AI and Your Investments
Join us for an insightful evening exploring the growing influence of Artificial Intelligence on the financial market. Gain valuable insights into the recent Deep Seek story, learn strategies for maximizing AI-driven opportunities, and discover ways to mitigate...