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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

Managing Your Emotions

Posted on April 18, 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

Avoid Market Timing

Posted on March 21, 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

Implement Smart Diversification

Posted on March 1, 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

Knowledge and Wisdom

Posted on January 25, 2017 · Posted in Newsletters

Ah, but I was so much older then, I’m younger than that now – Bob Dylan, “My Back Pages”, 1964… read more