News and Information Updates

Should I buy a rental property?

Posted on February 14, 2018 · Posted in Investment Advisory

Rental properties are very popular among people looking to build wealth.  Part of the attraction is the ability to see… read more

4th Quarter Newsletter 2017

Posted on January 22, 2018 · Posted in Newsletters

The year just completed saw strong stock market returns, particularly for growth stocks.  One of the reasons for the strong… read more

Resolutions for 2018

Posted on January 3, 2018 · Posted in Financial Planning

 Start with the Basics Create a Budget – Track your spending and use the information to establish a budget. Money… read more

Solo 401(k) – A Great Idea for the Self-Employed

Posted on December 12, 2017 · Posted in Retirement Planning

(AKA – Self Employed 401(k) or Individual 401(k)). Who Qualifies Employers with no full-time employees other than the business owner(s)… read more

What is Bitcoin?

3rd Quarter Newsletter 2017

Posted on October 5, 2017 · Posted in Newsletters

The stock markets around the world continued to quietly churn higher in the 3rd quarter.  Somewhere, the phrase “the most… read more

2nd Quarter Newsletter 2017

Posted on July 25, 2017 · Posted in Newsletters

Unpopular and Underperforming Funds? – Strange Decision This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more

Focus On What You Can Control

Posted on June 6, 2017 · Posted in Pursuing a Better Investment Experience

Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more

Inflation in Your Portfolio

Posted on May 23, 2017 · Posted in Pursuing a Better Investment Experience

Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more

Look Beyond the Headlines

Posted on May 9, 2017 · Posted in Pursuing a Better Investment Experience

Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more

New Exemption for the Fiduciary Rule

Posted on April 25, 2017 · Posted in Newsletters

The Fiduciary Rule First off, helping people with their financial affairs as a fiduciary is nothing new.  It simply means… read more