Profiting During a “Bear” Market

Profiting During a “Bear” Market

I am always eternally bullish about long-term investing. With proper asset allocation that is both strategic and tactical, our clients mostly are profitable over time and in the “black” with positive, sometimes amazing returns.  We are living through some interesting...
July 4th and Your Financial Independence

July 4th and Your Financial Independence

Let me begin by wishing you a Happy July 4th, the day of the official signing of the Declaration of Independence, when we went from a colony to a country. Millions of Americans have died since 1776 to allow all of us to keep our freedoms and liberties, the greatest...
Happy Father’s Day From a Survivor

Happy Father’s Day From a Survivor

Father’s Day should be a positive day for dads throughout the year. Better than birthdays. Better than Christmas. Even better than your family vacation. All the attention of your family goes into this day. And for your children, all their attention shifts from...
Are we at the bottom of this market ugliness?

Are we at the bottom of this market ugliness?

We are beginning our Monday morning with lots of “red” on the board following last Friday’s big sell-off. As your Fiduciary Registered Investment Advisors (RIA), we feel your pain and the pain of all our clients. The markets are looking for a bottom...