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Insights and Strategies from Our Community of Advisors

  • Denver Area Financial Advisor Russell Porter joins TAG Advisors

    Denver Area Financial Advisor Russell Porter joins TAG Advisors

    March 10, 2023

    PRESS RELEASE TAG Advisors For further information contact: Stephen Wershing, Director of Marketing swershing@TAGAdvisors.us 585-381-2662 FOR IMMEDIATE RELEASE Denver Area Financial Advisor Russell Porter joins TAG Advisors Denver, CO – Russell Porter, a financial advisor specializing in employee benefits, qualified plans, and ESG investing has joined TAG Advisors. Porter is located in Denver, CO.“The firm […]

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  • Dahm’s new Tax-Free, High Income Retirement strategy, in a nutshell

    Dahm’s new Tax-Free, High Income Retirement strategy, in a nutshell

    February 20, 2023

    Last week, Nutshells, Planning Strategies for a Tax-Free, High-Income Retirement, was released and immediately became an Amazon #1 New Release best seller in Personal Taxes. We spoke with the author, Jasen Dahm, Managing Director of TAG Invest about the need for this new work and his motivation for writing it.  TAG: What was your motivation […]

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  • Multiply Yourself with Client Videos

    Multiply Yourself with Client Videos

    February 15, 2023

    How often do you find yourself saying something for the hundredth time? How could you deliver that message in a personal way but invest the time in other productive activities? Client videos may be the solution. All advisors have messages that need communicated to multiple clients. Some are timely updates related to current events. Others […]

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  • Give your business owner clients a “PEP” talk

    Give your business owner clients a “PEP” talk

    February 15, 2023

    in this incredibly competitive environment to attract and retain high-quality employees, offering a retirement plan is a critical part of a company’s benefits plan. That’s a challenge for your smaller business owner clients. They can be complicated and expensive. But a new type of plan may be the solution. There has been a great deal […]

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  • Advisor Growth Earns TAG Advisors Industry Award

    Advisor Growth Earns TAG Advisors Industry Award

    January 4, 2023

    Richmond, VA – Wealth Solutions Report (WSR) has awarded TAG Advisors a 2022 WSR Wealth Exemplar Award. The award recognizes TAG Advisors as one of the top three firms in its Independent FA Groups category. In its announcement, WSR specifically noted TAG Advisors’ spectacular growth in 2021, when it added 60 advisors and almost $3 […]

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  • Start-up 401(k) Plans – Are they worth pursuing?

    Start-up 401(k) Plans – Are they worth pursuing?

    October 21, 2022

    By Chuck Hammond, AIF, PPC, CMFC If you have business-owner clients, you probably get requests from them to help set up a retirement plan for their business. There are plenty of good reasons to do it: You want to satisfy a client need, it represents an opportunity to manage more assets, and if you do […]

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  • Finding a “Right-Sized” Relationship – the best choice for your next broker-dealer may actually be a branch office

    Finding a “Right-Sized” Relationship – the best choice for your next broker-dealer may actually be a branch office

    August 26, 2022

    By Jason Stone If you are unhappy or uncertain about your current broker-dealer relationship and want to evaluate the possibility of a new firm, there may be good reasons to expand your search. The right partner may not be a broker-dealer. It may be a branch organization within one. The key is to find a […]

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  • Where does it hurt?

    Where does it hurt?

    August 8, 2022

    “Where does it hurt?” I ask this question to every financial professional I meet. Why? Because the answer matters. The answer informs how TAG does business, how we prioritize our services, and how we add value to your practice. The answer to this question is the foundation from which TAG Advisors was built.  Our team […]

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  • Oil is Falling – Will Earnings Follow Suit?

    Oil is Falling – Will Earnings Follow Suit?

    August 8, 2022

    By Terry Treiber, Chief investment Strategist The big news of the past quarter is the price of oil falling below $100 per barrel. Some speculate it may drop below $65, but we’re not ready to go there yet. It has been another tough month for investing. You can see how the indexes have fared in […]

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  • Don’t Hoard Your Technology 

    Don’t Hoard Your Technology 

    August 8, 2022

    By Andrew J. Evans Ever watched the A&E television series Hoarders? It’s heartbreaking. People’s inability to stop accumulating things gradually takes over and ruins their lives. And I can’t help being reminded of that series when I talked to some advisors about their use of technology. I get an inside look into the systems financial […]

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  • TAG Advisors CEO Greg Raines and TAG Advisor Ryan Nietert, CFP, speak at Cambridge Premier Club 2022.

    TAG Advisors CEO Greg Raines and TAG Advisor Ryan Nietert, CFP, speak at Cambridge Premier Club 2022.

    August 8, 2022

    TAG Advisors CEO Greg Raines and TAG Advisor Ryan Nietert, CFP, appeared on stage at this year’s Premier Club meeting to discuss peer to peer learning. TAG Advisors is where independent, entrepreneurial financial professionals thrive. If you would like to explore what we can do for you, contact Cyndia Crafton at (877)676-0376 or ccrafton@tagadvisors.us

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  • Susan Sukys appears on the Cambridge Stronger Podcast

    Susan Sukys appears on the Cambridge Stronger Podcast

    August 8, 2022

    TAG Advisor and owner of Mosaic Financial Group Susan Sukys, CFP, talks with Cambridge CEO Amy Webber about building lasting partnerships, empowering team members, and the value of offering a broad menu to clients. Check out more here! TAG Advisors is where independent, entrepreneurial financial professionals thrive. If you would like to explore what we can […]

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  • Tanks Don’t Run on Solar Panels – First Quarter Investment Policy Committee 

    Tanks Don’t Run on Solar Panels – First Quarter Investment Policy Committee 

    August 8, 2022

    By Terry Treiber, CFP® Chief Investment Strategist The main message of the markets year to date is that if you have not had some commodities you have underperformed. Oil and gas especially, with increasing demand and uncertainty around some major suppliers, have been the star performers so far. And as much as we would like […]

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  • Greg Raines interviewed on the Cambridge Stronger Podcast

    Greg Raines interviewed on the Cambridge Stronger Podcast

    August 8, 2022

    TAG Advisors CEO Greg Raines chats openly with Cambridge CEO Amy Webber about integrity, commitment, flexibility, and kindness and the growth and success of TAG Advisors on the Cambridge Stronger podcast. Check out more here! TAG Advisors is where independent, entrepreneurial financial professionals thrive. If you would like to explore what we can do for you, […]

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.

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