New Client Portal; Wine/Cheese Event; and Crazy Stock Market

It has been many months (or moons–including a super blue blood one) since I last wrote you. And in those months, there’s been several good changes and updates that may be of interest and benefit to you.   The Markets… The stock market has been on a very gradual and smooth-sailing track of growth for Read more about New Client Portal; Wine/Cheese Event; and Crazy Stock Market[…]

We’re at all time stock market highs!! Why isn’t my phone ringing?

Last week on March 1, 2017, the Dow Jones Industrial Average (DJIA) crested 21,000 points on its index—yet another all-time-high. Since President Trump won the election on November 8, 2016, this same index is up more than 15%. And since last year’s scary start where this index bottomed out at 15,973 on February 12, 2016, Read more about We’re at all time stock market highs!! Why isn’t my phone ringing?[…]

How $5,500 Might Turn into $60,000

Want to know how $5,500 might turn into $60,000? I’ll explain in a moment. …But first, if you recall last month’s newsletter describing how a young adult (Millenial) might be working through their challenging financial decision making process, let’s explore why this younger generation also has so much potential to grow their wealth. …back to Read more about How $5,500 Might Turn into $60,000[…]