Investing is a key aspect of securing your financial future, and choosing the right investment approach is critical. Two of the most common options available to investors are index funds and actively managed mutual funds. Each has distinct characteristics, benefits, and drawbacks, and understanding the differences can help you make a more informed choice that… Continue reading Understanding Index Funds vs. Actively Managed Funds: Which Is Right for You?
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Charitable Giving Strategies: How to Maximize Your Philanthropic Impact
Charitable giving is more than just an act of generosity, it’s a meaningful way to make a difference in the lives of others while also reaping financial benefits for yourself. With thoughtful planning, charitable contributions can provide significant tax advantages, allowing you to maximize the impact of your gifts. Understanding the most tax-efficient strategies for… Continue reading Charitable Giving Strategies: How to Maximize Your Philanthropic Impact
Maximizing Your Retirement Income: Essential Tax Planning Strategies
A comprehensive guide on strategies to maximize retirement income through effective tax planning. Planning for retirement is one of the most critical financial goals, and maximizing your retirement income is paramount to ensuring a comfortable and secure future. For Tony Cross of Edmond, Oklahoma, understanding and implementing effective tax planning strategies can significantly enhance your… Continue reading Maximizing Your Retirement Income: Essential Tax Planning Strategies
The Health Benefits of Skiing: Physical and Mental Well-Being on the Slopes
Skiing is not only a thrilling winter sport but also a powerful way to enhance both physical and mental health. As you glide down snow-covered slopes, your body and mind are engaged in ways that contribute to overall well-being. From improving cardiovascular fitness to boosting mental clarity, skiing offers a multitude of health benefits. Tony… Continue reading The Health Benefits of Skiing: Physical and Mental Well-Being on the Slopes
Traveling with Grandkids: Tips for Planning the Perfect Vacation
Traveling with grandkids can be a joyous and rewarding experience, creating lasting memories and strengthening family bonds. However, planning a vacation with younger travelers requires careful consideration and preparation to ensure a smooth and enjoyable trip for everyone. Tony Cross of Edmond Oklahoma provides some essential tips for planning the perfect vacation with your grandkids.… Continue reading Traveling with Grandkids: Tips for Planning the Perfect Vacation
Unlocking Financial Excellence: How Chartered Financial Consultants Elevate Your Financial Future
In today’s rapidly shifting economic landscape, the importance of a trusted financial advisor cannot be overstated. Navigating through the myriad of financial decisions, from planning for retirement to managing investments, requires not just skill but a high degree of ethical standards and comprehensive knowledge. This is where a Chartered Financial Consultant (ChFC®) steps in. Tony… Continue reading Unlocking Financial Excellence: How Chartered Financial Consultants Elevate Your Financial Future
Response to Regulatory Action 2020
I had been a registered Rep with ONESCO since 2002. During those years I have managed various client accounts that included both retail and authorized discretionary, IRA’s, SEP, Simple IRA, Roth IRA, TOD, and NQ type accounts of all ages and risk objectives. Overall, my management style has been moderate to conservative in nature. My usual account design is to set up a… Continue reading Response to Regulatory Action 2020