News and Information Updates

3rd Quarter 2018

Posted on November 7, 2018 · Posted in Newsletters, Uncategorized

“Although it’s easy to forget sometimes, a share [of stock] is not a lottery ticket… it’s part-ownership of a business…”… read more

2nd Quarter 2018

Posted on August 17, 2018 · Posted in Newsletters

Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, the former associate… read more

1st Quarter 2018

Posted on April 26, 2018 · Posted in Newsletters

There is nothing permanent except change. – Heraclitus of Ephesus c. 535 – c. 475 BC The exact translation is… read more

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 2017

Posted on January 25, 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 2017

Posted on October 25, 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 2017

Posted on July 25, 2017 · Posted in Newsletters

Unpopular and Underperforming Funds? – Strange Decisions 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