Skip to main content
  • Home
  • About Us
    • Services
    • Current Newsletter
    • Articles Published
    • Library
    • Location
    • Our Associates
  • Contact Us

Library

Please select the link below to view previous newsletters.

2023 Contribution Limit Increase

A Lesson From The Queen of Soul

Bear Market?

CARES Act

CERTIFIED FINANCIAL PLANNER™

Coronavirus

Debt Ceiling Debate

Deciphering Financial Aid Alphabet Soup

Financial Industry Raises Fiduciary Standard

Health Savings Account

Inflation Advantages for Emergency Savings

Keep It Simple

Keypoints from Securities America Connect 2019

Key Points from Securities America Connect 2018

Key Points From Securities America Connect 2017

Long Term Care Awareness Month

Losing a Loved One

Market Volatility

Michigan's No-Fault Reform Bill

Mortgage Refinance

No Better Time to Review Your Financial Plan

Open Enrollment

Protecting Yourself Against Identity Theft

Recent Bank Failures

Recent Graduates

Roth IRA Turns 20

Saving for College

SECURE Act

SECURE Act 2.0

Staying on Course in a Choppy Sea

Take Aways From Securities America Connect 2015

Tax Reform - Observations and Potential Opportunities

Tips for Being Retirement Ready

Tips for Tax Season

War In Ukraine

What Key Estate Planning Tools Should I Know About?

Securities America Form CRS

Securities offered through Securities America, Inc.  Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc. Tandem Wealth Management LLC and Securities America are separate companies. Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck