Messages fromOur Founder


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

Message from Our Founder

October 14, 2022

Different Types of Bear Markets and An Embarrassing Video!

Message from Our Founder

October 7, 2022

Fourth Quarter Update!

Message from Our Founder

September 30, 2022

Casino Night was Awesome and “Shelter From the Storm” Podcast!

Message from Our Founder

September 23, 2022

Interest rates, inflation, markets, where do we go from here? We have a couple of ideas!!

Message from Our Founder

September 16, 2022

Question: Why do we do what we do? Answer: For times like these!

Message from Our Founder

September 9, 2022

Casino Night Announcement and the Importance of Bench Marking to Your Retirement!

Message from Our Founder

September 2, 2022

Student-Loan Fiasco? Happy Labor Day Weekend!!!

Message from Our Founder

August 26, 2022

Market is down today, QOZ’s, and Sunshine’s latest glamour shot!!

Message from Our Founder

August 19, 2022

Two new tax strategies! And Thanks, Thanks, Thanks:)!

Message from Our Founder

August 12, 2022

Inflation Reduction Act of 2022, what is it? And don’t you despise advice from your children (even when they make a good point)!

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