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Here you will find our weekly Update Videos, uploads of our Live TV Shows, as well as other important videos Investors should be watching!

Embedded thumbnail for Investment & Economic Strategy Update: May 22, 2018

Investment & Economic Strategy Update: May 22, 2018

May 22, 2018
  • Many Industries are net positive for the year, while Bond market is getting hammered

  • We are cautiously optimistic for the remainder of 2018 & expect 2nd half to show better returns than 1st half

  • Our Recessionary Risk Indicators are slightly heightened – closely watching to determine when it is appropriate to reduce risk & hedge positions

  • Economy is growing; inflation appears tame, employment is strong, wage growth is positive

  • We believe the current administration is taking proper action to grow U.S. economy

Embedded thumbnail for Question: "Annuities . . . Good or Bad?"

Question: "Annuities . . . Good or Bad?"

May 22, 2018
  • Annuities are sold for the commission they generate the Sales Broker and rob your returns

  • Annuities are products ridden with insane markups, high expense ratios, & lock up your money with paralyzing surrender fees

  • Don’t provide you with the lifetime income you’re expecting nor are they as safe as you think

Embedded thumbnail for Investment & Economic Strategy Update: May 9, 2018

Investment & Economic Strategy Update: May 9, 2018

May 09, 2018
  • Job numbers are positive, Wage Inflation on the rise, Housing & Consumer Consumption numbers are stable

  • Tax cuts starting to take an effect in the economy and we believe its positive results will continue in 2018 & beyond

  • Iran deal has ended, but we believe it will have a minimal impact on U.S. & world economy

  • U.S. growth will help others grow (especially the emerging markets)

  • Normal Volatility is occurring and will continue

Embedded thumbnail for Question: "Stagnant Markets & Adjusting Your Portfolio?"

Question: "Stagnant Markets & Adjusting Your Portfolio?"

May 09, 2018
  • You shouldn’t make changes unless you identify a catalyst

  • Make adjustments when the reasons you bought the investment are changing

  • Historical evidence that the market will behave this way causing investments to be stagnant at times

Embedded thumbnail for Investment & Economic Strategy Update: April 25, 2018

Investment & Economic Strategy Update: April 25, 2018

April 25, 2018
  • Economy is still healthy and we expect it will grow 2.5-3% GDP
  • Overall, equity markets are up, while Treasury Bonds are negative YTD
  • We expect this normal volatility to continue through 2018
  • We see signs of more stabilization and potential growth as we head towards 2019

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