A tax-season special episode: Co-hosts, Austyn Garcia and Zachary Bouck, interview tax professional, Blaise Surhigh, to address 2026 tax myths, questions, and updates. 0:00 – Introduction to Tax Myths
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional