January 2024 Issue #1 Buckle up for an invigorating election season. THE BIG 3 __ Growth Slowing At the very least, we expect growth to...

It is a best practice for bank treasury teams to hedge interest rate risk and diversify across the yield curve. Or you could just wing...

At this point, it has become evident that there is nowhere to hide in the market. More specifically, every major asset class is down on...

I thought it would be important to share with you how we are handling volatility and how we are preparing for what the future may bring

Now let me be abundantly clear, permanent life insurance is not evil and not all life insurance agents have diabolical schemes in mind.

In order to reach long-term goals like retirement, short-term actionable steps need to be set. Here are three steps to begin...

Philosophically speaking, this country is about as divided as I’ve seen it. This sentiment has been echoed by almost everyone.

This post will focus on SEP and SIMPLE IRAs because they are both designed for small businesses or the self-employed.

IRA stands for Individual Retirement Account. You may be curious which one may be best for you right now.

Over the last month(ish), the price action we have seen in ALL markets has been unprecedented in modern times.

I would like to take a few minutes of your weekend to share some sobering facts, and more importantly, what we are doing with our strategy.

Baron Rothschild, an 18th century Brit once said, “The time to buy is when there’s blood in the streets, even if the blood is your own.”

I think it goes without saying, this has been a turbulent week for global markets.

Diversification can be just like your Step Brother – sometimes you love him and want to do karate in the garage, and sometimes you hate him.

The Facebooks, Instagrams, and Twitters of the world are replacing imagination, exploration, and just good ol’ playing in the yard.

Synchronized global recovery? To quote the great American philosopher, Lee Corso, “NOT SO FAST, MY FRIEND!”

Let’s talk about the most exciting topic you could possibly bring up at a dinner party. The YIELD CURVE!

Seriously, investing is easy! Right? Get ready for a truth bomb… MARKETS ARE FICKLE AND DO NOT ALWAYS FOLLOW HISTORICAL NORMS.

Nowadays, it seems like everyone that is in the financial services industry stakes claim to being a "financial advisor."

The world is not going to melt down after the upcoming midterm elections.