Messages fromOur Founder


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

Message from Our Founder

April 6, 2023

Closed for Easter and Diversifying Income Streams!

Message from Our Founder

March 31, 2023

Market’s are up, why? And an update on Federated portfolio

Message from Our Founder

March 24, 2023

Market Update, interest rates, and thanks to everyone who came to Casino night:)

Message from Our Founder

March 17, 2023

Happy St. Patrick’s Day, Ignore the Crazy, and come to Casino Night:)

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

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.