News and Information Updates

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

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

4th Quarter 2016

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

Six Resolutions for 2017

Posted on January 3, 2017 · Posted in Financial Planning

Are you looking to make some positive changes with your finances this year? We have compiled a list of six… read more

How Do You Envision Your Retirement?

Posted on December 28, 2016 · Posted in Retirement Planning

Retirement Guide Check out our FREE GUIDE on Are You Ready For Retirement? To see our other videos on Are You Ready For Retirement?, please Like… read more

Are You Ready For Retirement?

Posted on December 1, 2016 · Posted in Retirement Planning

Retirement Guide Check out our FREE GUIDE on Are You Ready For Retirement? To see our other videos on Are You Ready For Retirement?, please Like… read more