Messages fromOur Founder


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

Message from Our Founder

December 23, 2022

Merry Christmas & We Hired a New Chief Operating Officer!

Message from Our Founder

December 16, 2022

The Fed, and markets for 2023?

Message from Our Founder

December 9, 2022

Tax Capital vs. Tax Liability and the best Birthday present ever!

Message from Our Founder

December 2, 2022

November Job Report, Inflation, and Exciting News for Buck!

Message from Our Founder

November 23, 2022

Happy Thanksgiving:) I am thankful for each and everyone of you!

Message from Our Founder

November 18, 2022

Markets are flat for the week, Biden’s student loan plan shot down and Thanksgiving with some hockey!

Message from Our Founder

November 11, 2022

Happy Veteran’s Day, Midterm Elections, and best week in the market since June?

Message from Our Founder

November 4, 2022

Are you positioned for the next market rebound? Plus another .75% rate hike!

Message from Our Founder

October 28, 2022

Markets are on a tear! Midterms and our Fall Festival

Message from Our Founder

October 21, 2022

Overdeliver, a belated B-Day, and who is the mystery man showing up at your house?

Ready to Take The Next Step?

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Or give us a call at 919.852.1215.