2023 Year In Review

https://www.youtube.com/watch?v=qeoBuQzz-PI Hello, and welcome to our year end Market Alert video. And this is the one where we are going to review 2023. And what happened this year, it’s been […]
Just Stop, But Go
We Are Going Back Into Bonds!

https://www.youtube.com/watch?v=M_OPNmB6V54 Ken Moraif: Hello, and welcome to our Market Alert video for today, which is December 15 2023, we have a lot to cover today, we are going to be […]
Holiday Budgeting for Retirees: Balancing Generosity and Financial Well-Being
The holiday season is a time of joy, celebration, and giving. For retirees, striking a balance between spreading holiday cheer and maintaining financial well-being is crucial. In this guide, we’ll […]
Jobs Came In Hot, Is That Bad?
We May Be Going Back Into Bonds

https://www.youtube.com/watch?v=byKWNXYHr_Y Hello, and welcome to our Market Alert video for today, which is December 8, 2023. I hope this video finds you healthy, wealthy and wise, and that you are […]
Too Soon To Speculate
Maximizing Your Finances: Year-End Tax Planning Tips for Retirees
Introduction: The year ending is an opportune time to engage in strategic financial planning, especially in terms of managing your taxes. Year-end tax planning could impact your financial well-being and […]
Which Way Is Up?

https://www.youtube.com/watch?v=yjgyofSRGww Hello, and welcome to our market alert video for today, which is November 17, 2023. I hope it finds you in good spirits and that you are healthy, wealthy […]
Big Bad Bear Coming?
Embracing Gratitude: Finding Fulfillment Beyond Finances in Retirement
Introduction: As Thanksgiving approaches, it’s a perfect time to reflect on the essence of gratitude, especially in the context of retirement. While financial preparedness is crucial, finding fulfillment in retirement […]
5 Weeks Of Suspense