Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

Market Update - What's Moving The Market

Click below for a Market Update with Joe Maas. Covering topics such as inflation, interest rates, corporate endings, the fed, the US 10 year treasury bong, the VIX, taxes, and more.

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10 min read

10 Year Treasuries & Domestic Markets Improve

March activity resulted in a consecutive monthly improvement for domestic market indices as the Dow Jones Industrial Average and its junior, the S&P...

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10 min read

One Year Later, Economies Slowly Begin to Reopen

Overall, February was a very positive month for the markets as all the major domestic indices climbed higher, even though the 10-year Treasury’s...

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11 min read

Georgia Senate, Capital Riots, Inauguration, & Impeachment

The first month of the new year saw markets testing new all-time highs, but by month-end, the Dow Jones Industrial Average slipped about -2% from New...

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3 min read

2020 Annual Market Review

During the fourth quarter of 2020, the US economy continued to recover from the ‘black swan’ recession caused by unexpected global lockdowns over...

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11 min read

Santa Claus Rally & Political Turmoil

December did not disappoint as the “Santa Claus rally” pushed domestic market indices higher by the end of the year as the top four indices followed...

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11 min read

Biden, Vaccines & Economic Stimulus

Domestic markets jumped skyward at the end of November, a rare feature for this time of year. Speaking about the S&P 500, “If it’s up more than 10%,...

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11 min read

COVID19, Presidential Campaign & Unemployment

Equity markets had a fall-off during October during the pandemic’s eighth month. A high degree of uncertainty pervades the country as COVID-19 cases...

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