Every Single Investor Needs to See This Video! Are you concerned about the impending doomsday scenario and the effect it may have on your investment portfolio? Check out this video where we address that concern [...]
There's lots of fear going around regarding the unknown. People are losing hope...scared of what tomorrow will bring. Before you know it, investors can find themselves in a state despair and consider doing imprudent things just to stop [...]
3 Classes, 2 dates, In Our Office Rebalancing Your Portfolio! We're almost at the end of the 3rd quarter! What happens within the first couple of weeks immediately following the end of a quarter? The [...]
There's lots of uncertainty in the world today. How does this affect investors? Should we start panicking now? Should we look at other options like gold? If you're one of our many educated investors, you [...]
Question: Do you know the three warning signs that you're gambling & speculating with your money versus prudently investing it? Answer: Stock picking, Market-timing & Track-record investing. That's old news and most of our investors know [...]
I had someone ask me to describe what we do for our investors in one sentence. WOW...was that a tough one for me. I love what I do and to limit me to one sentence was difficult. Check out this video [...]
***Our NEW Office*** Monthly Investor Education Class Series 3 Classes, 2 dates, In Our Office Returns, Returns, Returns! Who cares about returns? Hopefully you do. Many companies talk about their returns, usually in a favorable way. Where [...]
Some of our investors have recently received trade confirmations from our custodian Charles Schwab. How do these transactions benefit our investors? Where does the money go? Check out this video that describes what these transactions are and why they are [...]
This could be one of the most informative videos you can watch about fixed income. This is a MUST SEE for anyone has money invested in the stock markets & fixed income. Why even have [...]
Did you hear about the $20 Billion Dollar Panic last week? Lots of investors moved their money from bond & stock mutual funds/ETF's to cash due to the recent market uncertainty. Why am I smiling if there's a [...]