Luis Servellon, Private Wealth Advisor

07/16/2026

As of now, there isn't enough computing power in the world to fulfill AI demand.

07/15/2026

A wide range of domestic institutions and foreign countries hold America's approximately $39 trillion debt.

07/07/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits.

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

06/30/2026

Here are four things you can do to check in on your finances.

06/22/2026

An annuity can help round out your retirement savings plan.

06/19/2026

IRS guidance provides welcome clarification on how to convert after-tax dollars to a Roth IRA.

06/18/2026

If you're new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor.

Brush up on these basic investment terms.

06/08/2026

Start this week with intention, not in a rush…

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.