Serving successful families and businesses since 1982.



Long-Term Investment Truths

The Value of Double-Checking Your Retirement

Asset Allocation in Stormy Weather

The Psychology of Saving

Strong Dollar, Good or Bad?

Tax Season Phone Scams

Which Financial Documents Should You Keep On File? (2015)

How Women Are Planning Their Financial Futures

Changes in the Retirement Benefits Landscape

Using CRUTs & CRATs to Sell Your Business Interest

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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