Financial Knowledge

April 5, 2023

“The World Would Be a Better Place, If……”

The word FIDUCIARY is batted back and forth in our industry, in an oftentimes confusing manner. “I’m the...

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March 2, 2023

The Importance of Planning

“If you fail to plan, you plan to fail.” The importance of planning cannot be overstated. With so...

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March 2, 2023

Get Used to Different

I am obligated to always do what is in my client’s best interest. Many will claim to be...

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March 2, 2023

ETFs & Mutual Funds

Exchange Traded Funds and Mutual Funds have become more popular. They both offer less expensive ways to diversify...

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March 2, 2023

Technically Speaking – February

Technically Speaking: Long Term Resistance:  SP500 4150 – 4200 Long Term Support:  SP500  3900- 3850 The market took...

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March 2, 2023

February is the only month of the year that has, on average&

February is the only month of the year that has, on average, ended unchanged.  The number of years...

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February 3, 2023

Technically Speaking – January

Technically Speaking: Long Term Resistance: SP500  4200-4300  then 4375 Long Term Support:  SP500  4000-3900 then 3800 -3700 Markets...

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February 3, 2023

Protecting Your Finances In Retirement

Once you reach retirement your wealth is spread across a variety of assets. For example, you may have...

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February 3, 2023

Dylan’s Domain – GDP

Real GDP increased at an annual rate of 2.9% in the 4th quarter of 2022. The increase reflected...

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