Mike Komara
Short Term Goals for Retirement
You have probably heard it said, "If you aim at nothing you'll hit it every time”. In order to have a successful retirement, it is...
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Mike Komara
- Jul 22
7 Ways To Hedge Against Inflation
Inflation is a significant issue for many individuals throughout the world. Learn how to hedge against it.
Mike Komara
- Jun 16
Dissecting the 3 Stages of a Bear Market
STAGE 1: Reversion to The Mean For a decline to occur, it must start from a peak. Some peaks arrive after long expansions from the previous
Mike Komara
- Apr 8
7 ways to Protect Yourself from Online Threats, Theft and Fraud: Cybersecurity
Cybersecurity, hacking, and fraud are flooding the news globally. It can come in the form of a phone call, email, account pop-ups, passwords
Mike Komara
- Apr 4
7 Tax-Smart Strategies for Retirement
Saving for retirement is an important goal. Smart tax planning can help you grow your savings faster and keep more of your savings for retir
Mike Komara
- Mar 22
6 Tax Smart Ways to Give Back This Season
Your charitable contributions may have a broader impact if your approach to giving is informed by knowledge of options for meeting tax...
Mike Komara
- Mar 14
Will the Fed Raise Interest Rates Sooner than Expected?
Learn more why interest rates might spike sooner than we thought.
Mike Komara
- Mar 4
Crucial Conversations Needed Before Getting Married
6 Crucial Conversations Needed Before Getting Married
Mike Komara
- Feb 23
Tax Scams Impacting Individual's Identity
Learn 9 tips to avoid identity theft tax scams. More than 59 million Americans have lost money due to phone scams in the past 12 months,
Mike Komara
- Feb 16
What To Do with Windfall Money?
Here are a few simple tips to consider when managing a windfall that can allow you to make the most of your current financial situation.
Mike Komara
- Feb 9
Costs and Benefits of a Systematic Approach
We have investment pillars that allow us to create a repeatable process to provide you with the best chance of achieving your goals.
Mike Komara
- Feb 2
9 Financial Steps to Take After a Loved One Passes
"Here are nine financial steps to take when a loved one passes. Ask for help, begin the probate process, prepare final tax returns, etc."
Mike Komara
- Jan 26
Has Your Portfolio Been Stress Tested?
Discover how your portfolio would react to potential adverse events by stress testing it to see its ability to handle specific scenarios.
Mike Komara
- Jan 19
Investing that Makes an Impact
Environmental, Social, and Governance (ESG) Investing is a strategy of investing in companies that seek to make the world a better place.
Mike Komara
- Jan 12
The Secret to Achieving Your Goals
"We discuss the value of having a trend following investment process, especially during the time of year when predictions run rampant."
Mike Komara
- Jan 5
Ways to Reduce Your Medicare Premiums
Learn a few tips on how to avoid paying the Medicare IRMAA, how to get medicare surcharges reassessed, and maximize your tax-free income.
Mike Komara
- Dec 29, 2021
Retire a Millionaire with $35 a Week or a Multimillionaire with $137 a Week
Learn how you can become a millionaire or multimillionaire with the proper planning, discipline, and wealth management advice.
Mike Komara
- Dec 22, 2021
Are You Prepared for the Proposed Tax Law Changes?
We dive into how the proposed tax changes may modify your long-term capital gains tax, estate tax exemption and rate, and IRA contributions.
Mike Komara
- Dec 15, 2021
Why People Love (or Hate) Their Investment Advisor
What makes some financial advisors better than others? Here are a few examples of what differentiates them.
Mike Komara
- Dec 8, 2021
Grateful For Our Rules-Based Process
Grateful for the features and benefits that come from our rules-based process. We also dive into an asset-level overview from Nov. 2021.