1st Quarter Market Outlook for 2020

Topics of discussion include:
- 2019 market summary 

- Looking into the past to get a glimpse of the future

- Potential market correction in 2020

- Strategies to take advantage of volatility 

For more videos, check out our or our YouTube...

December 31, 2019

As we say farewell to 2019 and look to the future, we wanted to thank you all for an amazing 25 years serving the community. Interestingly, the last 18 months have been a microcosm of the investment landscape we have observed in the past 25 years. 18 months ago, many were...

4th Quarter Market Update

Topics of discussion include:
- With the longest bull market in history, where do we go from here?

- Will the strength of the U.S. consumer carry the economy?

- How does the market volatility impact your portfolio?

For more videos, check out our...

August 6, 2019

Unfortunately, I think we all need to get used to this sort of headline. Yesterday, both the U.S. and China took additional steps to further their own trade agendas. It would seem that these steps are moving our two nations further away from finding an agreement.

In the...

3rd Quarter Market Update

Topics of discussion include:
- Mid-year market update for 2019

- Thoughts on federal reserve action on interest rates

- Planning for when things go wrong

For more videos, check out our or our YouTube page.


If you have any questions regarding t...

May 13, 2019

As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a close this week, as previously anticipated by the Trump administration. Interestingly, most Wall Street economist's believe that the trade...

2nd Quarter Market Update

Topics of discussion include:
- Market update and outlook for 2019
- Thoughts on recession worries, federal reserve action and inflation

For more videos, check out our or our YouTube page.


If you have any questions regarding the replay, please...

March 19, 2019

As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in which you have an income that you do not outlive. From there, we want to construct a blueprint for your financial plan that will become...

Please reload

Featured Posts

2020 Q1 Market Outlook

January 8, 2020

1/1
Please reload

Recent Posts

January 8, 2020

December 27, 2019

Please reload

Search By Tags