Messages fromOur Founder


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

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)!

Message from Our Founder

July 29, 2022

Will Brian Learn a Lesson and Stocks React Positively to Exceeding Low Expectations

Message from Our Founder

July 29, 2022

Markets are up, Portugal was beautiful

Message from Our Founder

July 22, 2022

Market has ticked up this week:) And I am taking a vacation!

Message from Our Founder

July 15, 2022

Markets are flat, inflation is up, supply chains coming home and the inverted yield curve! What does it all mean?

Message from Our Founder

July 8, 2022

Good news, bad news and the rest of the story!

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