It’s All About The Returns!

***Our NEW Office***  Monthly Investor Education Class Series 3 Classes, 2 dates, In Our Office  Returns, Returns, Returns! Who cares about returns? Hopefully you do. Many companies talk about their returns, usually in a favorable way. Where [...]

What’s Schwab Up To?

Some of our investors have recently received trade confirmations from our custodian Charles Schwab.  How do these transactions benefit our investors?  Where does the money go?  Check out this video that describes what these transactions are and why they are [...]

Did You Hear About the $20 Billion Dollar Panic?

Did you hear about the $20 Billion Dollar Panic last week?  Lots of investors moved their money from bond & stock mutual funds/ETF's to cash due to the recent market uncertainty. Why am I smiling if there's a [...]

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