Kaled Khaznehkatbi, Investment Advisor Representative

07/22/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

07/20/2026

"Believe you can, and you’re halfway there." – Theodore Roosevelt

07/19/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

07/19/2026

Cool and delicious, ice cream’s always a summertime favorite. What’s your favorite flavor?

07/18/2026

One enjoyable way to cook is by utilizing seasonal produce! Check out this guide on what vegetables to plant and when, so you can make the most of your vegetable garden and dig into those colorful, seasonal recipes.

Wondering what to plant when? The Old Farmer’s Almanac 2026 Planting Calendar and Guide is customized by zip code. See dates when to start your vegetables, herbs, and fruit.

07/17/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

07/16/2026

It’s National Hot Dog Day….celebrate by enjoying one….or three!

07/15/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

07/13/2026

"Never give up then, for that's just the place and time that the tide'll turn." – Harriet Beecher Stowe

07/12/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?