5 Things to Do Before Filing Your Taxes

Here at Lasso, we love featuring financial advisors who really get it, and this week’s article is no different. This piece was co-authored along with Robert Schultz of Rollins Financial Advisors   Did you know that more than 150 million individual tax returns are filed every year with the IRS? With every American adult required... Continue Reading →

The Real Value of a Financial Advisor

Anyone should be able to build a plan to achieve a financial goal. It shouldn’t be a complicated process or a process that requires a lot of financial know-how.   While this is true, we also know that most people benefit from getting professional advice on their planning.  That’s why we believe in having a community... Continue Reading →

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