Resources

Question: Should I be Investing in Bitcoin?

In Our Opinion: • Speculation trades like Bitcoin are RISKY! • Our firm is not a big believer in any cryptocurrency. • There is no real valuation, just people chasing the investments and driving up the cost. • A more viable option?… Look at the underlying...

Investment & Economic Strategy Update — May 4, 2021

In Our Opinion: • The US economy will do well over the next couple of years. • Inter-year volatility is normal; expect a possible 10-12% correction this year. • Remember: Nothing goes straight up when investing. • Expect good growth for the US over the next 5-10...

Question: Is the Bond Market a Smart Investment Decision?

In Our Opinion: Bottom line…. The Bond market is grossly overvalued! These Wall Street firms, banks, and insurance companies use age-based allocation to oversaturate investor portfolios; don’t buy into it! Bond exposure in your portfolio should change...

Investment & Economic Strategy Update — April 6, 2021

In Our Opinion: We are officially in the second quarter of 2021 and the sectors of the market that our firm was invested in was in a positive mode. Remember though, normal pull-backs and volatility happen on a yearly basis. The key is having a real money management...

Don’t make your Investment Decisions off Internet Advertisements and Crazy Newsletters.

In Our Opinion: Real investment research is a must when making investment decisions. Especially if it is based off of “articles” that you find on mainstream media outlets. News outlets pass these off as legitimate articles but they are nothing more than...

Investment & Economic Strategy Update — March 2, 2021

In Our Opinion: The economy overall is picking up steam for 2021 and the US is moving toward a substantial economic recovery. Expect GDP growth for the US to be 4-5% or even higher this year with an economic outlook over the next 3-5 years looking very good. We could...

Real Financial Advice. Real Money Management. 100% of the Time.

We work with investors who have $1,000,000 of investment assets and greater. 
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