Investor Update – March 13, 2020

Investor Update – March 13, 2020

We have talked about this day for over a decade. We have always said, when the next crisis hits, we have a plan and we will execute the plan. We also said we would respond by explaining what has happened, what we are doing about it, and finally what we expect going...
End-Of-Year Money Moves For 2019

End-Of-Year Money Moves For 2019

Here are some things you might consider before saying goodbye to 2019.  Provided by Kern Campbell, MBA End-of-the-Year Money Moves What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable...
Is This The Last Great Buying Opportunity In The Current Bull Market?

Is This The Last Great Buying Opportunity In The Current Bull Market?

Is This The Last Great Buying Opportunity In The Current Bull Market? In short, I believe the answer is YES! This is likely your best opportunity to “buy the dip” before the market moves meaningfully to the upside. Since 2009 I have been saying this market could and...
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