WEEKLY MARKET RECAP WEEK ENDING MARCH 28, 2025

Creating A Financial Roadmap

We Made It!

Taper Coming to an End

Powell Redux – Or Powell Deja Vu

PLANNING A PICNIC

BACK IN THE DAY

FINANCIAL ADVICE TO LIVE BY

WE ARE EXPECTING A BULLISH CLOSE TO 2021

RISK — REWARD — PREDICTABILITY — PROBABILITY — VOLATILITY

PLANNING FOR A COMFORTABLE RETIREMENT

Time Is Right To Pay-Off Credit Card Debt. Here's How:

We have recently received several calls from clients and radio show listeners who also have accumulated sizable credit card debt. Their questions are twofold: should they pay off the debt with other assets and, if so, where to withdraw the assets from to pay off that debt.

Why New Fed Monetary Policy Is Good For You

On August 27, Federal Reserve Chairman Jerome Powell dramatically changed monetary policy that had been in place since the 1970s. He did so in a speech at an economic symposium sponsored by the Federal Reserve Bank of Kansas City in Jackson Hole, Wyoming. The speech was entitled “Navigating the Decade Ahead: Implications for Monetary Policy.”

7 Steps To Proper Mutual Fund Investing

There’s an old saying in the investment community that the average investor spends more time researching what toaster to buy than what mutual fund to invest in.

Financial Advice To Live By

Experience is very underrated by those who do not have any. The past few years have provided many lessons to those of us who have been in the financial services business a long time — and those still wet behind the ears.

6 Steps To Successful Momentum Investing

Batters love to hate the high fastball.