Phone Commentary with Sharla – April 3rd 2020

by | Apr 3, 2020 | Audio Commentary

Phone Commentary with Sharla - April 3rd 2020 by Sharla https://pbfadvisors.com/wp-content/uploads/2020/04/PhonecommentaryApril3.mp3 Securities are offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered...

Phone Commentary with Sharla – March 27th

by | Mar 28, 2020 | Audio Commentary

Phone Commentary with Sharla - March 27th by Sharla Rountree https://pbfadvisors.com/wp-content/uploads/2020/03/March27thphonecommentary.mp3 Securities are offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services...

Can I Borrow Money From My TSP?

by | Mar 25, 2020 | Video Commentary

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

Psychology Of Investing

by | Mar 19, 2020 | Some Basic Money Concepts

Psychology_of_Investing_Page_01 Psychology_of_Investing_Page_02 Psychology_of_Investing_Page_03 Psychology_of_Investing_Page_04 Psychology_of_Investing_Page_05 Psychology_of_Investing_Page_06 Psychology_of_Investing_Page_07 Psychology_of_Investing_Page_08...

Your Financial Planning Calendar

by | Mar 11, 2020 | Some Basic Money Concepts

Your Financial Planning Calendar January February March April May June July August September October November December Securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory...

Secure Act Tax Legislation Changes

by | Feb 27, 2020 | Video Commentary

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...