Messages fromOur Founder


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

Message from Our Founder

October 22, 2021

Markets are good but babies are better!

Message from Our Founder

October 8, 2021

September Strikes Again!

Message from Our Founder

October 1, 2021

No more “Back door Roth” or 1031 exchanges! Say it ain’t so! Happy October:)

Message from Our Founder

September 24, 2021

Choppy Market this week! And why I am a lucky guy:)  Let’s go Pack!

Message from Our Founder

September 17, 2021

5 Habits of Highly Effective Advisors!

Message from Our Founder

September 10, 2021

Local Company, Epic Games takes on Apple in court!

Message from Our Founder

September 3, 2021

Great News!

Message from Our Founder

August 27, 2021

Tapering is on the way, when will interest rates go up? Does it feel like summer is over?

Message from Our Founder

August 20, 2021

Capitalism vs. Socialism

Message from Our Founder

August 13, 2021

Urgent Versus Important

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Or give us a call at 919.852.1215.