by Kimball Creek Partners | Dec 27, 2021 | Kimball Creek Videos
We are often asked to provide “second opinions” on investment portfolios. Sometimes an investor has managed their own finances for years and is looking for a professional “tune up”. Other times they have been using an advisor and simply want...
by Kimball Creek Partners | Dec 27, 2021 | Kimball Creek Videos
“Should I choose a Roth IRA or a Traditional IRA.” This is one of the most common questions we hear from individuals who are saving for retirement. There are some important differences regarding when you pay tax and who is eligible. The most...
by Kimball Creek Partners | Nov 24, 2021 | Kimball Creek Videos
There are a lot of places you can go to get financial advice. So why choose a local, independent advisor vs. a “Big Bank” or National Chain? In this video we discuss some important characteristics of our Independent Advisor business...
by Kimball Creek Partners | Oct 23, 2021 | Kimball Creek Videos
What is your dream for retirement? Retirement use to mean moving to Arizona and playing golf everyday. If that is your dream, great!! Or maybe you envision a different lifestyle for your “second act.” In this video we discuss 3 basic steps that will help...
by Kimball Creek Partners | Aug 11, 2021 | Kimball Creek Videos
In the past 2 years Special Purpose Acquisition Companies, or SPACs, have become a popular route for private companies to become listed on publicly traded markets. If you don’t know what a SPAC is, we suggest going back and watching our previous video. In this video,...
by Kimball Creek Partners | Aug 10, 2021 | Kimball Creek Videos
In the last 2 years, a new type of company has gained immense popularity. These companies are called Special Purpose Acquisition Companies, or SPACs. While just 1 SPAC had an Initial Public Offering (or IPO) in 2009, already in 2021 we are approaching 300. To...
