As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing …
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Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: "Will your traditional IRA cost you thousands in taxes?" The financial planner asking this question suggested …
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Celebrating 20 Years (so far) with Barry Dunaway
I met Barry Dunaway in the fall of 1984 at a dinner meeting of financial analysts. Another analyst had pointed him out and had remarked about Barry’s …
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Viewpoint – April 2023
Market Turbulence For those of you accustomed to flying in the Midwest, you know that turbulence can happen during any flight. You don’t know …
Rule #1: Risk and Return Are Always Related
Note: A client recently mentioned hearing about an investment that promised a high rate of interest with what he thought was low risk. Here is a …
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Welcome Drew Holloway!
We’re pleased to let you know that Andrew (Drew) Holloway has recently joined our team at America First Investment Advisors where he serves as our …
