Your previous year tax return is the starting point for current year tax planning. Hear more about it in this video.
Bitcoin & Other Client Updates
RoseCap Financial2024-03-06T08:57:05-06:00Matt Rosenberg provides RoseCap clients with updates for 2024.
2024 Client Updates
RoseCap Financial2024-02-15T16:07:59-06:00Matt Rosenberg provides RoseCap clients with updates for 2024.
TPC Transition Weekend
RoseCap Financial2023-12-13T09:10:50-06:00This video provides information and updates on the TPC transition occuring over Labor Day weekend for RoseCap clients. It also includes a Save the Date notice for the 2nd annual LAN Lunch.
TD Schwab Merger Updates & Info
Matt Rosenberg2023-12-13T09:11:27-06:00This video is to provide clients with an update on the transition from TD Ameritrade to Charles Schwab for custodian.
4.9% CDs… Why Not?
Matt Rosenberg2023-12-13T09:12:18-06:00This is an educational video that discusses reasons for not investing long-term money into CDs.
Are my deposits safe?
Matt Rosenberg2023-12-13T09:12:54-06:00This video discusses the SVB Bank failure and the implications of it for RoseCap clients, as well as some general administrative updates.
Client Update Video (01.17.23)
Matt Rosenberg2023-08-11T11:43:54-05:00This video covers important updates for clients [...]
RoseCap Market Update
Matt Rosenberg2023-08-11T11:43:17-05:00Video to discuss latest market movements. [...]
