Higher Highs Can Mean Larger Losses
As we near the end of 2017, we want to reflect on what has been a very good year for the market and the U.S. economy. Some would say a...
CYBER SECURITY UPDATE- Safeguarding your financial accounts.
This special edition of Video Insight is dedicated to answering the question "Is my account safe"? We have received many calls with...
4th Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...
Nice Wheels!
Buying a car can be a big financial decision, particularly during retirement. Some questions that typically come to mind include: How much s
TRUMPONOMICS: A New Look for American Capitalism
TRUMPONOMICS is a non-political biased presentation that dives into the economic implications of many of President Trump's policy agenda...
3rd Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...
2nd Quarter Market Update
A couple key themes of the Q2 Conference call include market performance YTD, rising interest rates, and the Trump financial agenda.
Dow 20k Party
The Dow hits 20,000 but what does that mean to you? Watch as Lyn and Justin explain that while you're likely to see headlines...
Dow 20,000 - What Does It Mean?
The financial media is completely focused on the Dow reaching 20,000, an all-time high. It's important for investors to realize that...
1st Quarter Market Update
Watch as Lyn and Justin discuss the Q1 Market Update. A few key themes discussed are the U.S. Stock Market moving into record territory,...
