Resources

Question: What is happening with the election and voter fraud?

The bottom line: The mainstream media today is garbage. They report “news” based solely on hype in order to sell advertising. Making investment decisions based off of the media’s biased opinions is a huge mistake. Our firm spends a lot of time and...

Investment & Economic Strategy Update — November 20, 2020

Well, we are still waiting for the official announcement for the next US president but no matter who wins, the world will not come to an end. In our opinion, the current president’s policies will provide better potential for US growth, however, the US will still...

Question: Are You Making Emotional Investment Decisions?

Fee-only Fiduciaries are the only people you should entrust your money to! Being an emotional investor is never a good idea and making emotional decisions with your portfolio WILL wreak havoc on your returns. When you invest… Know what works and DO what works!...

Investment & Economic Strategy Update — November 6, 2020

Well, the election is finally here and no matter who wins, the growth of the US economy will continue. The republicans have maintained control of the Senate which means the US government is in a gridlocked state… This is ultimately GOOD for the economy. It also...

Question: Should I Own Energy/Oil Stocks?

Owning energy or oil stocks is never a good option and using the argument that a particular oil stock such as Exxon/Mobile is down 50% as a reason to buy it is a terrible idea. Remember: Just because a stock is down 50% or more, that doesn’t mean it will be a...

Investment & Economic Strategy Update — October 22, 2020

We are firmly into the 4th quarter of 2020 and rapidly approaching the 2020 Presidential election. Our firm has noticed that investors tend to get nervous or avoid making any changes near an election. We have two words for investors: Stop Worrying. No matter what the...

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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