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Articles

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Matt Pontes | May 5, 2025

Warren Buffet's Investment Wisdom: Timeless Guidance for Current Markets

Long-term value investing
Dividend Income Strategy
Market Volatility
Warren Buffett's timeless wisdom shines in today's volatile market. Discover how improved valuations, strong corporate earnings, and rising dividends create
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Matt Pontes | Apr 24, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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5 Year-End Tax Opportunities Plans | Guardian Financial Group
Matt Pontes | Feb 10, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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An exit sign in a modern office building
Matt Pontes | Feb 10, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Man sitting on a park bench and working on a laptop
Matt Pontes | Feb 10, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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