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Understanding interest rates and what you need to know

Posted on: August 9th, 2019
Last week, the Federal Reserve raised short-term interest rates by 25 basis points (025%) – the first time since a rate cut almost a...
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Investment Strategy - moving chess piece

Sell in May, Go Away (10 year look back)

Posted on: June 17th, 2019
“Sell in May and go away” is an old Wall Street saying that suggests investors sell their stocks during the summer to avoid a seasonal...
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10 planning tips you should work on now

Posted on: May 18th, 2019
The amount of money you make or save will not guarantee wealth and prosperity However, if you can manage to adjust, adapt and most...
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Bear markets vs Bull markets

What do you really know about bear markets?

Posted on: April 26th, 2019
There’s been much hoopla surrounding the longest bull market run since World War II And rightfully so However, typical investors need to...
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choose a financial professional

How to choose a financial professional

Posted on: March 20th, 2019
I had a prospective client walk into my office today to do his due diligence before hiring me as his financial planner Now that isn’t the...
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