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...
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...
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,...
Mid Year Market Update
As we move into the 2nd half of the year, Lyn and Brett discuss the first 6 months of 2016 and their outlook for the remainder of the...
Cautiously Optimistic
As we move into Q2, Lyn and Justin explain why the fluctuations in the Market make them "Cautiously Optimistic" about the remainder of...
The Most "Hated" Bull Market
The Most "Hated" Bull Market Last week, CNBC did a story on why investor sentiment and public opinion regarding the viability of our...
Q2 Client Conference Call, When to get Defensive?
During our spring conference call, we discussed the stock market returns YTD as well as a few things to look for that would trigger us to...
Grinding Forward in 2014
Happy New Year! As we get started in 2014 we thought it might be helpful to outline our 2014 market outlook. At present, we have a...