Investment Insight with McCay Wealth Advisory

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about Brokerage Certificates of Deposit and Traditional Bank CDs.

Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look at how QCDs differ from Donor Advised Funds.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the ins and out of RMDs, including current tax laws and qualified charitable distributions.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about the advantages of different markets, such as the Dow, NASDAQ, S&P500, and Russell 2000.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the different types of bonds available on today’s markets.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about how Donor Advised Funds started and how they allow you to control your charitable giving.

Brent McCay and Hayden Proffitt talk about the tax forms you should expect and when you should expect to receive them, if you have accounts with Charles Schwab and TD Ameritrade after the recent merger.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about many of the details of Roth IRAs, such as contribution limits, income limits, backdoor contributions, RMDs, and inheritance issues.

Brent McCay and Hayden Proffitt talk about the mindset defined today as ‘Fear of Missing Out,’ and how it applies to investing.

Brent McCay and Hayden Proffitt discuss asset allocation and rebalancing portfolios, and why that is a good idea. They also talk about different asset classes and modern portfolio theory.

Brent McCay and Hayden Proffitt talk about the Federal Reserve. They discuss the function of the Fed and look at how it influences today's markets.

Brent McCay and Hayden Proffitt discuss annuities. They look at the different types of annuities and the fee structures for them.

Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust in your financial planning.

Hayden Proffitt of McCay Wealth Advisory, LLC talks with Jonathan Burns, partner at Spencer Fane, LLP about tips on how to structure your wills and trusts.

Brent McCay from McCay Wealth Advisory talks with Jonathan Burns, partner at Spencer Fane, LLP, about the advantages and disadvantages of the Tennessee Investment Services Trust.

Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC talk about popular retirement options available in today's markets.

Hayden Proffitt from McCay Wealth Advisory, LLC speaks with Jonathan Burns, partner at Spencer Fane, LLP, about the differences between Wills and Trusts, and the advantages and disadvantages of each.

Brent McCay from McCay Wealth Advisory, LLC chats with Jonathan Burns, partner at Spencer Fane LLP, about the ins and outs of Community Property Trusts.

Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss the highs and lows of the 2023 third quarter in the financial markets.

Hosts Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC discuss the changeover to Charles Schwab accounts, taking place over the Labor Day holiday 2023.

Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss sending kids back to school and planning for their future education.

Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss different types of retirement plans.