News and Information Updates

1st Quarter 2019

Posted on April 25, 2019 · Posted in Newsletters

“Education to take your trading to the next level.  Only at TDAmeritrade.” – TV Commercial “Gut check and keep your… read more

4th Quarter 2018

Posted on March 8, 2019 · Posted in Newsletters

“…like it’s 1999” – Prince, September 24, 1982 With 2018 in the books, we reflect on a period of extended… read more


Resolutions for 2019

Posted on January 7, 2019 · 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

3rd quarter

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

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

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

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