From Our President, Hot Topics

Wealth, Health, & Happiness

Are you a happy person? Do you wish you could be happier? Would you like to learn how? In my...

SPAC From Our President, Hot Topics

Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!

For starters, SPAC stands for Special Purpose Acquisition Company, also referred to as a blank check company. Their general purpose...

Financial Facts, From Our President, Hot Topics, Taxes

Understanding Biden’s Tax Plan: What it Means to You & What Can You Do

Like it or not, come January 20th, 2021 there will be a new POTUS living at 1600 Pennsylvania Ave. His...

From Our President, Hot Topics

2021 IRS Limits Announced -The Game Show Version

One would think after a few years of writing a weekly blog, I’d have learned a thing or two. For...

From Our President, Hot Topics

What You Need to Know About The Candidates

If you didn’t know, there’s an election coming up! (I know, groundbreaking news, right?) I don’t think I gained a...

From Our President, Hot Topics, How to Invest

How Elections Affect Markets: Let’s Talk Politics

The number one, two, and three rules in my business are: don’t talk politics. I can insult your spouse, religion,...

From Our President, Hot Topics, How to Invest

Markets Hit an All Time High, What Did You Learn? {Because Here’s My Top 10}

The US stock market, measured by the S&P 500, has hit an all-time high! Let me repeat that for dramatic...

From Our President, Hot Topics

What We Are Watching: 8 Market Impacts

Now that the official start to summer has arrived, I always have the same thought. Why do the days have...

From Our President, Hot Topics

What Has This Pandemic Taught You About Spending?

Have you ever tried writing a blog while playing Hulk and Spider-man with a two-year-old boy? Well as of today,...

From Our President, Hot Topics

What the Heck is Going on With the Stock Market?

Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs,...

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