Kara-Leigh Sakis, Author at Tull Financial Group

Most Recent Posts

Financial Planning

Schwab Basics

By Kara-Leigh Sakis | February 21, 2025

Charles Schwab prides itself as a custodian that puts its clients first. One facet of their commitment to customer service is their user-friendly, clientele-only website, Schwab Alliance. Schwab Alliance is exclusive to clients of advisors and the website offers many features that simplify settings and updates. Below will cover four basic requests a client may […]

Financial Planning
Investment Planning

Playing the Long Game in a World of Instant Gratification

By Kara-Leigh Sakis | August 29, 2024

Have you ever watched a futuristic movie and thought to yourself, “Wow, that would be a cool world to live in!”? I had this moment while watching Spy Kids with my siblings as a tween. One of the characters wants to make dinner for her brother and chooses an index-card-sized plate wrapped in cellophane, places […]