Newsletter & Blog

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Quarter 3 2018 Market Commentary

The smell of fall is in the air. Leaves are falling and trees are starting to turn beautiful colors. Mt favorite part of fall is the arrival of College Football Season. So far, this season has been a rough one for Scot Frost and the Husker football team. Even thought the picture doesn’t look so promising at the moment,…

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Quarter 2 2018 Market Commentary

About two months ago my 8 year old daughter came to me with money received as gifts from her first communion. She has a general understanding of what I do for a living but at this moment she wanted details. “Dad, I know you help people invest their money and I want to invest my money too. Can we turn $200 into $400” she asked…

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Three steps to a comfortable retirement

  A simple yet effective strategy. If you need help planning for your retirement, let us know! [contact-form][contact-field label='Name' type='name' required='1'/][contact-field label='Email' type='email' required='1'/][/contact-form] Shared via 10News Sarasota...

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