Messages fromOur Founder


Stay up-to-date on the latest financial information.

Message from Our Founder

April 12, 2024

More Travel and More Income Funds

Message from Our Founder

April 5, 2024

Not happy with the Fed, the Post Office, or the Market this week! Let’s go Wolfpack!

Message from Our Founder

March 28, 2024

Closed for Good Friday and Happy Easter!

Message from Our Founder

March 22, 2024

Fed Isn’t Everything, Creativity and Capitalism Is

Message from Our Founder

March 15, 2024

Happy St. Patrick’s Day! Last call for book signing and pretty flat markets.

Message from Our Founder

March 8, 2024

Message From Our Founder: Debt Spiral? Update on Income Funds and Book signing:)

Message from Our Founder

February 23, 2024

March is here! Market is staying strong but don’t get too comfortable!

Message from Our Founder

February 9, 2024

What History Tells Us to Expect in 2024

Message from Our Founder

February 2, 2024

Markets hit new highs again, lots of positive news!

Message from Our Founder

January 26, 2024

2024 Election and Taxes! News you can use!

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 919.852.1215.