Gertsema Team: 2024 Excellence Awardee
The Gertsema Wealth Advisors team has reason to celebrate as they were recently honored as an InvestmentNews RIA Team of the Year Excellence Awardee.
The Gertsema Wealth Advisors team has reason to celebrate as they were recently honored as an InvestmentNews RIA Team of the Year Excellence Awardee.
The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.
By Scott Keegan, Associate Wealth Advisor An old school friend recently took a financial advisor job with a large broker-dealer that toted itself on financial planning. He soon learned that his job was to try and sell life insurance to his friends and family. His pay after six months was 10 …
Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes.
The U.S. economy returned to rapid job growth last month as fewer new COVID cases and loosening restrictions increased demand for labor. Restaurants and bars accounted for more than half the net gains, as employment in this hard-hit sector increased 286,000. Despite efforts to reopen school …
401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …
During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …