Messages fromOur Founder


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

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!

Message from Our Founder

April 14, 2023

Inflation, Reserve Currency and I forgot the Redhead’s Birthday!

Message from Our Founder

April 6, 2023

Closed for Easter and Diversifying Income Streams!

Message from Our Founder

March 31, 2023

Market’s are up, why? And an update on Federated portfolio

Message from Our Founder

March 24, 2023

Market Update, interest rates, and thanks to everyone who came to Casino night:)

Message from Our Founder

March 17, 2023

Happy St. Patrick’s Day, Ignore the Crazy, and come to Casino Night:)

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Or give us a call at 919.852.1215.