Luis Servellon, Private Wealth Advisor

06/01/2026

05/26/2026

A trust is a legal entity that holds assets for the benefit of another. Basically, it's like a container that holds money or property for somebody else. Read the article to learn more.

Trusts are powerful and versatile estate planning tools.

05/18/2026

With the potential for tax-free retirement income, Roth IRAs may be appealing investment vehicles. There are three ways to fund a Roth IRA. Read the article to learn more.

There are three ways to fund a Roth IRA.

05/12/2026

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Investments are taxed in a variety of ways.

05/11/2026

Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted many investors.

Understand how exchange-traded funds (ETFs) work and the differences among the variety of ETFs available.

05/05/2026

This brief primer describes 403(b) plans and why they might be a good to save for the future.

05/04/2026

Anyone with earned income can have an IRA. The difference may be in deductibility.

04/29/2026

How should you view and manage your retirement savings plan through various life stages? Following are some points to consider.

Regardless of your age or life stage, retirement planning should be a strong financial focus.