Insights

MID-YEAR MARKET UPDATE  Recording Available Now

LOOKING FOR ANSWERS? How high will the Fed raise interest rates this year? Are we in a recession? If we are in a recession or heading toward one, will it be mild or severe? Has the market bottomed, and if not, when will it? When will inflation get back under 3%?

After more than 13 years of being called a “Perma-Bill” (always optimistic about stock market increases), Brian Wesbury indicated two weeks ago that he now considers the stock market fairly valued.

Two-Factor Authentication (2FA), also known as Multi-Factor Authentication (MFA), is mandatory when logging into Orion and is required for all levels of logins, whether you're an Admin, Advisor, Broker-Dealer, Client, Representative, etc

eMoney Explore Mode Erin Long, CFP® Wealth Advisor

What is Financial Planning? Simply put, financial planners look at where you are now and where you want to be at some point in the future. The job of the planner is to determine how to get there.

Join US for our first event in our 2021 AOG Wealth Management Client Education Webinar Series with Bain Capital. Bain Capital is one of the world’s leading private multi-asset alternative investment firms with approximately $105 billion in assets under management. Founded in 1984 and with 21 offices worldwide, Bain Capital pioneered a consulting-based approach to investing, partnering closely with management teams to offer the insights that challenge conventional thinking, build great businesses and improve operations. If you have a guest who you think may be interested in attending this event, we encourage you to invite them!

Enjoy this conversation between Joe Yoon and Clint Thomas discussing the aspects of the CARES Act that impact the filing of 2019 taxes for business owners. Clint is the practice leader at Rubin, Koehmstedt & Nadler (RKN). He is both a Certified Public Accountant (CPA) as well as Certified Valuation Analyst (CVA) and has been serving clients in a variety of industries for the past 25 years. You can learn more about him here: https://www.rkncpa.com/about-us.htm Also, RKN has a specific COVID-19 resource page that you can find here: https://www.rkncpa.com/coronavirus-aid-relief.htm Joe is a senior wealth advisor for AOG Wealth Management. You can learn more about him here: https://www.aogwealth.com/our-team. The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. No consideration or compensation has been received from any firm referenced in the above commentary. Investment advisory services offered through AOG Wealth Management, Inc.

Enjoy this conversation between Joe Yoon and Clint Thomas discussing the aspects of the CARES Act that impact the filing of 2019 taxes for individuals and families. Clint is the practice leader at Rubin, Koehmstedt & Nadler (RKN). He is both a Certified Public Accountant (CPA) as well as Certified Valuation Analyst (CVA) and has been serving clients in a variety of industries for the past 25 years. You can learn more about him here: https://www.rkncpa.com/about-us.htm Also, RKN has a specific COVID-19 resource page that you can find here: https://www.rkncpa.com/coronavirus-aid-relief.htm Joe is a senior wealth advisor for AOG Wealth Management. You can learn more about him here: https://www.aogwealth.com/our-team. The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. No consideration or compensation has been received from any firm referenced in the above commentary. Investment advisory services offered through AOG Wealth Management, Inc.