• February 1, 2022
• MarketsWeekly Post

Get Confident Turn on the news and chances are you will hear something about rising inflation, how central bank policy is...

• January 7, 2022
• End of YearMarket Alerts

The fourth quarter and 2021 are now officially in the books. After a rocky end to the third quarter, US equities...

• January 6, 2022
• PlanningWINK

It’s about “How I spent my money (Financial/WINK) — What Investors Need to Know. NOW. Imagine this: You’re 3 feet from...

• December 17, 2021
• Year in Review

Did you notice it? The market landscape shifted in 2021.The early days of 2021 saw a continuation of the themes that...

• November 17, 2021
• Buy and Hold is DEADMarketsWINK

I actually did major in Finance so I would not get screwed when it comes to investing in the Stock Market,...

• November 9, 2021
• PlanningUncategorizedWeekly Post

“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...

• November 8, 2021
• PlanningUncategorizedWeekly Post

What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...

• October 27, 2021
• MarketsUncategorizedWeekly Post

Financial/WINK-“What Investors Need to Know. NOW”: Week 4 of our 4-week series in October unpacking what’s holding you and your investment...

• October 27, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to Know, NOW. Week 3 of our...

• October 22, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to know by telling you what SCARES...