Diversification Versus Hedging: Which One Should Investors Pursue? dlvr.it/SqxMTx

The REIT Reality for Private Investors dlvr.it/Sr23xr

The Spectacular Past and Concerning Future of the 60-40 Portfolio dlvr.it/Sr9Cpx

Fedus Ex Machina? Was the Federal Reserve Holding the Debt Ceiling Cards All Along? dlvr.it/SrSy0s

We officially have live Rams football this weekend! 👀 Where will everyone be watching from?

It was a beautiful day yesterday at Aliso Viejo Country Club for a day of golf to support the Boys & Girls Club of Laguna Beach! Fun was has by all!

Windes has been recognized as one of the 2023 Best Places to Work in Los Angeles by the Los Angeles Business Journal and Workforce Research Group, marking nearly fifteen consecutive years on the esteemed list. Learn more: windes.com/news_releases/… #TrustInWindes #BestPlacesToWork

This is great news for high-income earners over 50!

Thank you Security Benefit for the incredible seats at the Los Angeles Dodgers game last week! We appreciate the partnership!

These aren't the Friday vibes we're looking for

NL WEST CHAMPS!

Mark and I are here in Carlsbad this week attending the LPL Financial #Retirement Partners Annual Conference to learn more about resources, tools, and new retirement plan #legislation and how we can better help our business owner clients and their employees! Thanks for having us!

The 2017 tax cuts are due to expire at the end of 2025. Here are some moves to make now in preparation. on.wsj.com/3F2Tkez

Happy Halloween from The Reserve Investments!! Wishing everyone a fun and safe Halloween! 🎃👻🕷️

I had the privilege of attending the LPL Women's Invitation-Only ACHIEVE Conference last month in San Francisco. I was awarded a Rising Star Scholarship to attend this event.. check out the below article where I was featured! 🎉 lpl.com/news-media/pre…

Every dollar spent right now is a lost opportunity to earn 5% interest on.wsj.com/47rTKY6 on.wsj.com/47rTKY6

I'm excited to share we've officially announced our partnership with one of California’s premier accounting firms; Windes Inc.! businesswire.com/news/home/2023…

January is #FinancialWellnessMonth and the perfect time to reflect on our financial habits and set some empowering goals for the year ahead! Share your goals below and let's inspire each other to make our financial dreams a reality! #MoneyGoals #NewYearNewFinances 📊🎉