News and Information Updates

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

image of three eggs with the words IRA, ROTH, 401K

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

Posted on December 12, 2017 · Posted in Retirement Planning

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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

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

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

1st Quarter 2017

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