Messages fromOur Founder


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

Message from Our Founder

March 10, 2023

Markets pretty jittery this week, new jobs in February beat expectations again!

Message from Our Founder

March 3, 2023

Don’t be as worried with the now, be more concerned with the future!

Message from Our Founder

February 24, 2023

CEO’s see a recession coming and it may help the economy?

Message from Our Founder

February 17, 2023

Are markets fighting the Fed? Index’s down for the 2nd straight week, but results remain mixed!

Message from Our Founder

February 10, 2023

Why are the markets moving this way? Happy Valentine’s Day to all of the ladies!

Message from Our Founder

February 3, 2023

Happy February, My new book coming soon! Stay tuned for our Open House

Message from Our Founder

January 27, 2023

New Portfolios and Tax Strategies for 2023! Also the office is closed for staff training this Friday the 27th.

Message from Our Founder

January 20, 2023

Do Recession Proof Investments Exist?

Message from Our Founder

January 13, 2023

We are in our new digs! Happy 2023!

Message from Our Founder

December 30, 2022

Last Founder message of 2022! Happy New Year’s!

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