Newsletters
Quarterly Market Review – Second Quarter 2023
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (April – June 2023).
Read MoreMedicare: How Much Will My Healthcare Cost When I’m 65?
It’s important to be aware of how much Medicare is going to cost in retirement. Learn more about how to prepare for these expenses here.
Read MoreMoney and Spirituality
In my opinion, money is one of God’s greatest gifts. Read on to find out more.
Read MoreAnnuities: The Good, the Bad, and the Ugly!
Are annuities a good investment to add to your portfolio? Learn more about the benefits and risks surrounding annuities here.
Read MoreAlpha versus Outcomes – Why Returns Don’t Matter
“Seeking Alpha” is the mantra of many, many investors. It’s a darn shame that many of these folks just don’t have a clue.
Read More10 Attributes of Great Financial Advisors
How does your current financial advisor measure up? Read on to learn what to look for!
Read MoreMedicare 6 Months Before You Turn 65
There are many things to know about Medicare in the 6 months before you turn 65. Read here to learn more!
Read MoreHoops vs. Investing – Learning From The NCAA Tournament
What can we learn about investing from the NCAA Tournament? Read here to learn more!
Read MoreQuarterly Market Review – First Quarter 2023
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for January – March 2023.
Read MoreIs Solar Power Right for me? Things to consider from a new owner!
Should you install solar panels? Read more here to find out.
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