Aaron Bates, CFP, Investment Advisor

Aaron's Blogs

Estate Planning for Today’s Young Professional

As young professionals get married, have children, buy a house, and perhaps grow a business, not many people in their 30s and 40s have “estate planning” near the top of the to-do list. Unfortunately, tragedies happen. Preparing for the wo
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Investment Update

2017 Q2In spite of many political twists and turns, stock and bond markets continued their winning ways in the second quarter of 2017. Stocks were led by international holdings despite troubling political headlines both in the United States and abroad
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Chris Nadler Joins Our Team!

We are pleased to announce that Chris Nadler of Mansfield, Ohio has joined our Investment Advisor Team.
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Investing During Retirement and Avoiding Uncle Sam’s Tax Booth, Part 2 of 3 in a Series

People usually spend thirty to forty years saving and investing for retirement. Many become very familiar with the tax rules as they grow their accounts and keep taxes as low as possible during their working years. Then retirement comes and...
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Investing for Your Retirement and Avoiding Uncle Sam’s Tax Booth Part 1 of a Series

Each investment decision you make comes with some sort of tax impact.A taxable account is perhaps the most common type of investment account.
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