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Trading Commissions Racing to Zero

by Joseph S Yoon, CFP®, CIMA®

There are pros & cons to everything especially as more and more things change within the financial services industry.  Overall, Chuck Schwab has toiled a lifetime to democratize investing.  Congratulations to him and his company for achieving that massive goal!


If you have any additional questions in regards to how AOG Wealth Management is navigating these changes, please feel free to contact your advisor.  

Start Small, Start Now

by AOG Wealth Management

I’m sure you’ve heard the phrase, “I can’t save now, I don’t have enough to save!” or “I’ll start saving later.” Each of these common phrases may be valid for a time, but it is best to start saving small and to start as soon as you can. Here is how to begin saving now, […]

Find Your Solution with Qualified Opportunity Zones

by AOG Wealth Management

If you have experienced trouble with having a large tax liability, highly appreciated assets, or significant capital gain exposure on investments, a Qualified Opportunity Zone could be the solution you are looking for.  This investment, created through the Tax Cuts and Jobs Act of 2017, could be the answer to deferring your capital gains. Qualified […]

Things You Can Do to Increase Your Millionaire Chances

by AOG Wealth Management

A report from United Income, an online investing company, states that one in every six retirees in the United States is a millionaire. As a matter of fact, over the last 30 years, the rate of retired millionaires has more than doubled, with fewer retirees relying on minimum wage and ending up in poverty than […]

Important Measures to Implement for Next Year’s Tax Season

by AOG Wealth Management

Tax Day has ended, and many are dissatisfied with the amount of taxes they paid to the IRS. The surprising outcome that they experienced may have been a result of the recent overhaul in last year’s tax code, which included changes in itemized deductions and personal exemptions.