11 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Feb 12, 2021 10:00:00 AM
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 Year’s Eve with factors like Gamestop speculation and disappointing news about Johnson & Johnson’s...
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2 min read
Kyle Carlton: Feb 4, 2021 2:00:00 PM
The returns from what’s happened with GameStop over the last few weeks has to have investors wondering, where’s the next opportunity? Another quick...
3 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Jan 25, 2021 7:30:00 AM
During the fourth quarter of 2020, the US economy continued to recover from the ‘black swan’ recession caused by unexpected global lockdowns over...
3 min read
Kyle Carlton: Jan 21, 2021 1:19:00 PM
Most of us know it’s important to contribute to a retirement plan, but many people struggle starting out because choosing a plan can be overwhelming....
4 min read
Kyle Carlton: Jan 7, 2021 5:30:00 AM
The main issue you face is your ability to fully fund your retirement without affecting your current lifestyle. Multiple studies conducted by firms...
11 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Jan 4, 2021 8:00:00 AM
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...
11 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Dec 17, 2020 8:00:00 AM
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%,...
11 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Nov 10, 2020 8:00:00 AM
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...
