How to Invest When the S&P Forms a Head and Shoulders Pattern

The S&P 500 is in the process of forming the right shoulder of a head and shoulders pattern. In this video, I discuss the beginning of the formation, where we are today, and what is needed to complete the pattern. 

How to Create Wealth Using Dollar-Cost Averaging

This video explains how dollar-cost averaging works in your investments.

Should You Rebalance Your Investment Portfolio During a Volatile Stock Market?

This video reviews three market indicators that measure risk or fear in the stock and bond markets. This is meant to give you an ideas on when the best time may be to rebalance your portfolio in volatile markets.

Stock Market Crash: What Can You Do?

What to do when stock markets crash? This video takes you through what is happening as of March 16, 2020, along with potential next steps. This is for anyone concerned about their investment portfolio, concerned about retirement, or their overall financial future.

Macro Economic Update: Volume 1, Issue 4

Sector Update

Macro Economic Update: Volume 1, Issue 3

IntroductionThe following is a brief, hopefully easy to understand, explanation of where we feel global markets presently stand. 

Mid-October Global Macro Economic Update


October Macro Economic Update

IntroductionThe following is a brief, hopefully easy to understand, explanation of where global markets presently stand. You will also find what we are doing within our clients' portfolios to help create security for our clients and help keep them on track to achieve their goals. 

Why Passive Investing Scares Me...Especially Now

Fact: 50% of every invested dollar today is placed in index funds and exchange-traded funds (ETFs)

Van Life

Not many people can say they've experienced coasting along the continent in a small car, van, or camper for more than 3 weeks at a time. In this fast paced world, where the phrase "eat or be eaten" takes hold, not many people realize that they should consider taking a vacation that lasts more than 10 days. I know, I know, that's just not possible, you say, but if there is something you want

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