Investment Positioning
December Market Update – Tax Harvesting
December Market Update – Tax Harvesting This is the last market update of 2022. I can’t believe how time has flown. However, it’s been quite a rocky ride that…
Read MoreNovember Market Update
November Market Update: Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market…
Read MoreSeptember Power Hour – Life Insurance Awareness Month
September Power Hour – Life Insurance Awareness Month “Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault…
Read MoreTax Talk
Tax Talk Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that…
Read MoreAugust: Universal Family Office Intro
August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No…
Read MoreGold and Silver
Gold and Silver: Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we turn our focus to Gold…
Read MoreInflation Protection and Wealth Insurance
Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…
Read MoreJune Power Hour – Men and Money
June Power Hour – Men and Money June Power Hour – Men and Money have been accepted to be the breadwinner and CEO or the house and…
Read MoreA number of things to do and 1 thing to NOT do
A number of things to do and 1 thing to NOT do 2022 has been a year of volatility. It seems like every month just a little bit crazier! With…
Read MoreMay Power Hour – Women and Wealth
May Power Hour – Women and Wealth Women today have much to celebrate Over the past few generations, women have made impressive social strides and are more educated, earn…
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