During November and December, we want to help you spot planning opportunities that are very time-sensitive.
Perhaps you…
Read More
This video was emailed to all of our monthly users on November 1st.
It is made public a week later, giving our clients the time needed to . . .
Read More
On Friday, 10/21/2022 we received updated allocation changes for our Tactical Models mostly due to the uncertainty of a Fed hell bent on battling inflation regardless of the collateral damage, the uncertainty of the upcoming elections and the R wo . . .
Read More
It’s been two weeks since Hurricane Ian made landfall on the west side of Florida where I live. While I was fortunate to be about an hour north of the worst destruction, it was . . .
Read More
Today, October 3rd, 2022, we released new recommendations on how to invest the money in your 401k / 403b accounts. We are moving from "value" style of investing to a "blend" style to take advantage of the opportunities presented by this volatile stock market. Be sure to . . .
Read More
For all of our clients using our tactical models, we just released new advice.
At 9am EST, all of our tactical clients received an email and/or push notification letting them know to login to their dashboard.
Please watch this 6 minute video on the reasoning “why” the changes are being made.
Read More
Labor Day is this weekend.
(You actually might be reading this after Labor Day, which is the “unofficial” end of summer).
We have four months until the end of the year.
Most of us will get more done in the next . . .
Read More