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Clergy are in a unique tax status; they are considered an employee of a church but…
Whether teaching in elementary schools, or even at universities, educators…
According to US Government records, over 99 percent of America’s 28.7 million…
If you are one of the over 150 million people employed in the USA, you have…

Latest Blog Articles

Drivers of Equity Returns Likely to Shift Going Forward

Week Summary 9/23/22 – All Eyes on Me… (Jerome Powell)

Starting to feel like DeJa Vu?

Top Ten

Holistic Approach Makes a Difference

Medicare and Health Savings Account

How Should One Approach The Medicare Dilemma?

What is up with that?

What do you profit from with your investments?

Optivise Advisory Services (“OAS”), d/b/a Kevin Moss of Kevin Moss Financial Management, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.

Kevin Moss of Kevin Moss Financial Management, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

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