We’ve Hit Our Protect Signal – 50% Protected

https://youtu.be/pQ8e7Fb9a7c This is a special Market Alert because we have reached our protect signal. As a result, we are moving 50% of portfolios into protection mode. Our goal is simple: […]

Should We Go Into Protect Mode or Not?

https://youtu.be/EqUtGkalf6E This week we’re talking about what could go wrong in the markets and how it could impact your portfolio.  Right now, we are still in investment mode, but we are getting close to […]

Big Portfolio Change – Required Viewing!

https://youtu.be/xeBUesqb73o   We made an important portfolio change this week that affects a portion of our fixed income investments. For many years, about 20% of our bond allocation has been […]

Are You Kidding Me?

https://youtu.be/HmpzMmYNZC4 We just got the decision from the Federal Reserve of a quarter of a point drop. The Federal Reserve delivered what the market largely expected, but the interesting thing […]

Volatility Ahead

https://youtu.be/Sv4jg2Zy9Ms/?utm_source=email&utm_medium=email&utm_campaign=email-market-alerts&utm_content=video Please be advised that our office will be closed on Friday in observance of Good Friday. We will resume normal operations on Monday. Thank you for your understanding. • […]

Good News For Our Investments

https://youtu.be/hTKdxaGCdLY The inflation numbers came in and the market had a huge rally on that news. When inflation bottomed out in June, we said it would trend back up and […]