Opus Private Client

Options strategies, like covered calls and collars, that can help balance out the risks and tax implications while you’re working on diversifying.

Curious about recent changes and restrictions regarding Social Security and Medicare, this episode is a must-listen! #medicare #socialsecurity

Impact of taxes on retirement planning and how different accounts provide opportunities to save and withdraw retirement funds. #retire #tax

Different reasons why their clients want to buy houses, how the costs associated with owning a home factor into financial and retirement planning. #advisor

How can you maximize your vacation and travel experience before you even leave the country? #vacation #travel

Three main types of equity grants and how they are taxed from an employee perspective. #equity #grants #finance #investing

How AI could affect society, their experience with using AI, and how they envision the impact of artificial intelligence as it progresses. 

Leveraging the right tools can decrease the amount loss from market volatility, while keeping you afloat. #retirement #stockmarket

As an adult, the experience changes from creating snowmen to generating compound interest. #finance #interest

With the repayment on student loans about to be lifted, creating a student debt payment plan is an essential part of financial planning. 

Social media has become a tool for people of all ages and walks of life — from young children to businesses. #socialmedia #advisors

With the majority of his maternal family forced to leave Venezuela and his father’s family still living in Japan. #investing #advice

After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million.

Who better to hear from on the topic of financial planning and children than financial advisors who have kids? #parenthood

The world of equity awards, explaining what they are, how they work, and how you can make the most out of your equity awards.

Must-know considerations every business owner should know for a smooth business takeover. #succession #business #planning

With summer just around the corner and vaccination rollouts ramping up, the travel world is beginning to return. #travel #planning

A transparent and simple approach when providing clients with the home loans they need and provides tips for securing your next mortgage. 

Everything you need to know to understand the many parts of Medicare, its different parts, its enrollment periods, and common mistakes.

From refinance to forgiveness, tune in today and learn everything you need to know about student loans in today’s marketplace! #loans

While technological improvements enhance our lives in many ways, its progress could also present threats to your retirement.

Ways we can teach our kids crucial financial lessons — even when they’re raised in a financially secure environment. #finance #family

Wine secrets to her tips and tricks for learning about your favourite type of wine. #wine #winetasting #wealth #personal

The value of disability insurance and what you need to know about the ways it can protect you. #insurance #planning #wealth

How COVID-19 has impacted the investing landscape and what you as an investor should keep in mind during this time of uncertainty!

Insight into the government’s reaction to the economic crisis created by COVID-19 #covid19 #government #economy #stockmarket