Messages fromOur Founder


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

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!

Message from Our Founder

February 9, 2024

What History Tells Us to Expect in 2024

Message from Our Founder

February 2, 2024

Markets hit new highs again, lots of positive news!

Message from Our Founder

January 26, 2024

2024 Election and Taxes! News you can use!

Message from Our Founder

January 19, 2024

Recap of 2023 and a sneak preview for 2024

Message from Our Founder

January 15, 2024

Let’s talk about the market and Federated Strategic Value and “The rest of the story”

Message from Our Founder

January 5, 2024

Happy New Years! Lots of good news to share 🙂

Message from Our Founder

December 29, 2023

Happy New Year!

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.