Select Page
Our Latest Newsletter

Our Latest Newsletter

Investor Behavioral Mistakes The # 1 mistake is exiting. The # 2 mistake is being over diversified.  The # 3 is telling yourself it’s not the right time to invest. Our job (why you pay us) is to create wealth for you by keeping you invested in the market in the...
Number One…By a Mile

Number One…By a Mile

Is your investment adviser creating enough wealth for you to retire on?  Over the last four years, via our Tactical Opportunity Portfolio, we have grown our clients stock portfolios by over 245%.  Over this same time frame the S&P 500 Index, which provides most...

Market & Portfolio Update

Your Election Playbook In this week’s market update, we will walk through our election playbook, the methodology we are using to guide us through the next week, and how we can use adjustable playbooks to control emotions and ultimately use these moments of temporary...