Kaled Khaznehkatbi, Investment Advisor Representative

10/16/2026

For all of your dedication and encouragement, we thank you today.

10/16/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

10/16/2026

Get Smart About Credit Day is a great reminder about the importance of healthy credit behaviors! If your credit is a mess, start today with the task of putting it back in order.

10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/14/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

10/13/2026

Let's discuss your investment goals and risk tolerance. Are you satisfied with your current investment portfolio? What investment opportunities or challenges are you facing? Let's explore strategies to make your investments work harder for you.

10/12/2026

“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou

10/11/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.