November 2021

How to Invest in the Growth of E-Commerce

Tax Investment Strategies / By Erik Flegal

Today I will be speaking with Mike McDaniel, Vice President at Sealy Investment Securities. The thought for the day is E-commerce, more specifically its growth and how much further it has to go. There is a lot of money to be made in that area. The action is to find a way that you can …

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How do Trusts and a Will Fit into an Estate Plan?

Wealth Transition / By Erik Flegal

Thanks for joining! Today we’ll be speaking with Dana Wine, partner at Freeman Wine. The topic on the table is estate planning packages. The thought for the day is to glean as much as you can so you’re ready for your first meeting with an estate planning attorney to understand the terms and the things …

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