Messages fromOur Founder


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

Message from Our Founder

June 23, 2023

Why did the market dip this week? Alaska was amazing for fishing and the weather!

Message from Our Founder

June 16, 2023

No interest rate hike, the markets continue to climb and Happy Father’s Day!

Message from Our Founder

June 9, 2023

Halftime Report and some thoughts. Officially the Bear Market is Over! We have a couple of spots left for the ballgame next week.

Message from Our Founder

June 2, 2023

Market update, and let’s talk Federated Strategic Value fund!

Message from Our Founder

May 26, 2023

Thank you Veterans! Some context on the current banking crisis. Happy Memorial Day!!

Message from Our Founder

May 19, 2023

Debt Ceiling Part II

Message from Our Founder

May 12, 2023

Happy Mother’s Day! Let’s talk about the debt ceiling and how about those Canes:) LET’S GO!

Message from Our Founder

May 5, 2023

Interest rates went up again, markets have been whacky all week and we had a great event:)

Message from Our Founder

April 28, 2023

April Showers, Market’s Up, and Don’t Forget Next Week’s Event!

Message from Our Founder

April 21, 2023

Markets pretty flat. Let’s talk about a 10% income strategy!

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Or give us a call at 919.852.1215.