• April 1, 2020
• UncategorizedWeekly PostWeekly Update

I want to pass an update on to you that I’ve received from Wealth Care Management. If you have any question,...

• March 24, 2020
• MarketsNewslettersUncategorized

This firm has taken some criticism from others and clients for addressing any fear or concerns related to COVID-19. But as...

• March 13, 2020
• Alphavest Quarterly NewsletterUncategorized

On March 9, the stock market hit its 11th year in the longest Bull-Market run in history. Now, days later, all...

• February 26, 2020
• MarketsNewslettersUncategorized

While the CDC closely monitors the outbreak of the respiratory illness caused by the coronavirus, many of us are monitoring the...

• February 5, 2020
• PlanningRetirementUncategorized

We actually have groundhogs in the south; and because we just saw the appearance of Po Phil, I was thinking about...

• January 30, 2020
• PlanningRetirement

For years, I have trained to climb the tallest mountains in the world. Recently, I climbed Mt. Kilimanjaro, and this May,...

• January 22, 2020
• 2020 PlanningNewsletters

By the end of each year, I notice people almost line up to make resolutions! But the statistics on how many...

• January 16, 2020
• MarketsPlanningUncategorized

As you begin 2020, are you full of hope and passionate about life and what you do each day? Or do...

• December 26, 2019
• 2020 ElectionMarketsUncategorized

As a result of the recent market reports, are you tempted to take your focus off the...

• December 19, 2019
• Market TimingMarketsUncategorized

This week on Wall Street Last week, The U.S. ad China announced a limited trade agreement. The news lifted the U....