The word FIDUCIARY is batted back and forth in our industry, in an oftentimes confusing manner. “I’m the...
Read More“If you fail to plan, you plan to fail.” The importance of planning cannot be overstated. With so...
Read MoreI am obligated to always do what is in my client’s best interest. Many will claim to be...
Read MoreExchange Traded Funds and Mutual Funds have become more popular. They both offer less expensive ways to diversify...
Read MoreTechnically Speaking: Long Term Resistance: SP500 4150 – 4200 Long Term Support: SP500 3900- 3850 The market took...
Read MoreFebruary is the only month of the year that has, on average, ended unchanged. The number of years...
Read MoreTechnically Speaking: Long Term Resistance: SP500 4200-4300 then 4375 Long Term Support: SP500 4000-3900 then 3800 -3700 Markets...
Read MoreOnce you reach retirement your wealth is spread across a variety of assets. For example, you may have...
Read MoreReal GDP increased at an annual rate of 2.9% in the 4th quarter of 2022. The increase reflected...
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