Resources

To help keep our clients informed, we've collected a list of valuable resources.  Please feel free to take advantage of the information provided here.  We hope you find it useful.

MARKET COMMENTARIES

Bob Carey, First Trust 

Brian Wesbury, First Trust

Lord Abbett  

Bob Doll, Nuveen

EDUCATION SITES

Learning Center

(NOTE: All Khan Academy content is available for free at www.khanacademy.org)

CLIENT LOG-IN

Schwab.com

USEFUL INFORMATION

       2023 Tax Planning Guide

       2022-Tax-Planning-Guide

       Frequently Asked Questions

By clicking on these links you will be leaving the Laguna Wealth Advisors site and entering the websites of other entities.  These entities are not affiliated with Laguna Wealth Advisors nor do they endorse or recommend us.  Laguna Wealth Advisors is independently owned and operated.