#164 - Building and Preserving Wealth

Yesterday was Christmas and already it seems like it was yesterday. We are fortunate to have seven of our ten grandkids living close to us. As a result, we had a full house with all day activities w...

27 Des 202320min

The Bureau of Labor Statistics reported today the slow continual decline in job openings that remains at historic high levels. Meanwhile, unemployment remains at multi-decade low levels. How can busin...

6 Des 202313min

With Thanksgiving quickly approaching (along with friends and families), we take a look at how inflation is impacting the country and especially the cost of Thanksgiving dinner. Listen in this Weekly...

22 Nov 202312min

Explore the market's triumphant week with our latest financial briefing. Discover how small and mid-cap indices like the SP600 and SP400 outshone their larger counterparts, signaling a strategic shift...

8 Nov 202314min

The stock market is always moving as investors adjust their portfolios to their perspective of the economy and their stock holdings. The result is the actual value of stocks are rarely held as prices...

1 Nov 202314min

Is good news really bad news for investors? The media would like you to think so. Today, the US Census Bureau released their report indicating that consumer spending increased month over month higher...

18 Okt 202313min

The small and mid-cap indices continue to trail their large cap and NASDAQ peers. Is it time to consider investing in these trailing sectors or wait for more confirmation of a positive trend? Speaki...

10 Okt 202318min

In this Weekly Brief we review many of the scams our clients have experienced in hopes of preventing you from getting scammed. Scammers are getting extremely sophisticated as they can duplicate major...

4 Okt 202326min