Question & Answer Videos

Question: How does the US economy look for 2021?

Well, 2020 is finally behind us and one thing it showed us was that staying the course and avoiding emotional investment decisions proved to be beneficial for our clients. 2021 has opportunities for growth and our firm will make portfolio adjustments as needed moving...

Question: Should I Make Major Changes to my Investment Portfolio?

Your portfolio should already be invested in the proper areas for 2021 and the next 3-5 years. That being said, adjustments will still need to made along the way. The biggest issue our firm sees with new clients is that they are consistently invested in the wrong...

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...

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!...

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...

Question: Are Equity Index Annuities Good for Your Portfolio?

Are Equity Index Annuities really a good investment strategy for your retirement portfolio??? Simple… NO! They contain layers and layers of high expenses and surrender penalties that can last up to 10-12 years and ultimately rob your portfolio returns…...

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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