Tag: Santa Fe
Proposed Tax Changes
Radio host Richard Eed and financial advisor Don Duncan discuss the proposed tax changes under the Building Back Better Plan.
The Great Reassessment
Reassessing your work or life plans? You’re not alone. Don Duncan and radio host Richard Eed discuss reassessing your priorities and motivations.
Savant Advisor Awarded Five Star Wealth Manager Recognition for 10th Straight Year
Financial advisor Donald Duncan has been recognized as a 2021 Five Star Wealth Manager in Chicago by Five Star Professional.
Education Tax Credits & Tax Considerations for Retirement
On the Richard Eeds Show, Don Duncan reviews education tax credits and tax considerations for retirement.
New Mexico’s Education Plan
Radio show host Richard Eeds and financial advisor Don Duncan discuss paying for your children’s college education and New Mexico’s education plan.
5 Tips to Make Your Money Last a Lifetime
Financial advisor Don Duncan was quoted in AARP about adding a few years to your life expectancy to account for longevity risk.
Traders, Investors, and Market Sectors
On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss market sectors and the difference between a trader and an investor.
Risks and Contingencies
On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss planning for risk and life’s contingencies.
On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss assessing and managing risks in relation to your goals.
Don’t Neglect Having a Back-Up Plan
On The Voice of Santa Fe, Richard Eeds and financial advisor Don Duncan discuss the importance of preparing for life’s contingencies by having a financial back-up plan. And, Don shares a personal anecdote from his past – how he had to pivot from his original plan to become a professional wrestler!
Document, Divide & Delegate
This week, Richard Eeds and financial advisor Don Duncan discuss the importance of having a financial back-up plan for your household. How? Document, divide & delegate.
In this radio show, Don Duncan and Richard Eeds discuss stimulus checks, inflation, Treasury inflation-protected securities (TIPS), and macroeconomic trends.