• December 18, 2023
• 3 for 3 Friday

The 4 Biggest Market Stories of 2023 — and What’s Next in 2024 PRESS PLAY for 3 For 3: Mrs. Claus...

• November 10, 2023
• 3 for 3 Friday

Up your Tax ROI, a $750-1500 RAISE, AND, a heartfelt THANK YOU.… PRESS PLAY for 3 For 3: Last week’s doozy of...

• November 3, 2023
• 3 for 3 Friday

Pooches, Powell and SIMPLICITY Are Dog Days Gone? Where are Markets in the Recession-Inverted Yield Curve Cycle? Where are YOU in...

• October 27, 2023
• 3 for 3 Friday

This week’s 3? Timing​, Wake up calls–No more “Rip Van Winkling” it with the long dead 60/40 portfolio, Its Recession-Proof time…Treasuries or...

• October 20, 2023
• 3 for 3 Friday

THIS WEEK IN REVIEW Birthdays, 4th inning comebacks and big dose of love surrounding the Hamas crisis. You’ll want to watch the video….What’s...

• October 19, 2023
• PlanningWeekly Post

What we know upfront is that not every investment will be a winner. However, there’s a potential silver lining even for...

• October 18, 2023
• Income TaxesWeekly Post

It’s Year-End Tax planning time and this year has been unique! We have seen inflation slow down and witnessed the market...

• October 13, 2023
• Market AlertsUncategorizedWeekly Update

THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...

• October 9, 2023
• Market AlertsWeekly Update

Like me, I’m sure most of my readers and clients followed the news coming out of the Middle East and especially,...

• October 6, 2023
• Uncategorized

PRESS PLAY to listen to my audio weekly update below: Chocolate, Lowe’s, and McCarthy get ousted, as does the equity portion...