Messages fromOur Founder


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

Message from Our Founder

May 10, 2024

Happy Mother’s Day! And office is closing early for staff training today.    

Message from Our Founder

May 3, 2024

What is “Malinvestment”? Market’s Up Big Today! Happy Birthday Shay!

Message from Our Founder

April 19, 2024

Still mad at the Fed and the market! Good news is, the Canes start playoff hockey tomorrow:)

Message from Our Founder

April 12, 2024

More Travel and More Income Funds

Message from Our Founder

April 5, 2024

Not happy with the Fed, the Post Office, or the Market this week! Let’s go Wolfpack!

Message from Our Founder

March 28, 2024

Closed for Good Friday and Happy Easter!

Message from Our Founder

March 22, 2024

Fed Isn’t Everything, Creativity and Capitalism Is

Message from Our Founder

March 15, 2024

Happy St. Patrick’s Day! Last call for book signing and pretty flat markets.

Message from Our Founder

March 8, 2024

Message From Our Founder: Debt Spiral? Update on Income Funds and Book signing:)

Message from Our Founder

February 23, 2024

March is here! Market is staying strong but don’t get too comfortable!

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Or give us a call at 919.852.1215.