Messages fromOur Founder


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

Message from Our Founder

November 11, 2022

Happy Veteran’s Day, Midterm Elections, and best week in the market since June?

Message from Our Founder

November 4, 2022

Are you positioned for the next market rebound? Plus another .75% rate hike!

Message from Our Founder

October 28, 2022

Markets are on a tear! Midterms and our Fall Festival

Message from Our Founder

October 21, 2022

Overdeliver, a belated B-Day, and who is the mystery man showing up at your house?

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!

Ready to Take The Next Step?

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Or give us a call at 919.852.1215.