New All Time Highs! Should We Worry?
Important Portfolio Changes
https://youtu.be/8gOnlf1EZzs • This week our Market Alert Video we will cover some important portfolio changes, all of the most relevant aspects, and how the market could respond to all of […]
The Big Gorilla In The Room
Important News! You May Be Getting A Refund
https://youtu.be/LVGTD_WQ74I • We identified a billing error related to platform fees after switching custodians; some clients were overcharged and will automatically receive a refund—no action is needed.• The fee calculation […]
What The Big Beautiful Bill Means To Retirement Planning
What The Big Beautiful Bill Means To Retirement Planning
https://youtu.be/pBA1zNKlcKE • This week’s market alert covers the new Big Beautiful Bill (BBB) and what it could mean for your retirement planning and taxes.• Ken Moraif and Sharla Bartley break […]
Are We Now Independent From Uncertainty?
https://youtu.be/dgwq48oIr9w
Are We Now Independent From Uncertainty?
• The “Big Beautiful Bill” looks likely to pass, which could help reduce market uncertainty going forward.• Jobs numbers came in stronger than expected, a sign that the economy remains […]
Is A Recession Coming?
Not So Good News
https://youtu.be/1NWTNiFH9W8 • GDP contracted for the first time in three years—a clear warning sign the expansion could be losing steam.• Two pillars of the economy are personal income and personal spending. Both […]
What Could Go Wrong?
The Fed Says Yes, We Say Maybe
https://youtu.be/h5L8F_u4tCo • This week our Market Alert Video will cover the conflict between Israel and Iran, the federal reserve, retail sales, and how the market could respond to all of […]