Cheap Energy Changes the World
Cheap energy impacts the balance of Global Trade, the strength of the US dollar and interest rates, just to name a few. We dig in to...
Diversification
The Most "Hated" Bull Market Last week, CNBC did a story on why investor sentiment and public opinion regarding the viability of our...
Technology,Taxes, & Your Money
This Insight Live presentation explains the impact of new technologies on our economy. Also we discuss the impact of new tax law on how...
Q4 Client Conference Call, Renewed Volatility
During our Q4 conference call, we discussed the market returns YTD and the changing dynamics that are giving investors concern as we...
The Most "Hated" Bull Market
The Most "Hated" Bull Market Last week, CNBC did a story on why investor sentiment and public opinion regarding the viability of our...
Starting From Scratch - Summer 2014
As our economy improves, the landscape for starting new businesses continues to improve. This 40 minute video gives you our best ideas...
Q2 Client Conference Call, When to get Defensive?
During our spring conference call, we discussed the stock market returns YTD as well as a few things to look for that would trigger us to...
Continued Market Volatility & Cetera sold to RCS Capital
The most recent “reason” for volatility has been centered around Russia and Ukraine. Our hearts and prayers go out to the people of...