If you don't know where you are going, you'll end up someplace else.
Below is a list of our monthly Market Update PDF newsletters. Click on the text link to download the pdf.
We are sure you have seen the terms "structured notes, guaranteed, and defined outcome" prominently displayed in the investment industry lately. Although different, the products have three things in common; COMPLEXITY, COMPLEXITY, COMPLEXITY. Dave breaks down how complexity will ultimately cost you and encourages you to keep things simple.
We've been hearing a lot of people in our industry trying to 'predict the unpredictable' when it comes to the future (both near- and long-term) of our economy. For June, we look at how our past predictions have turned out, one effective strategy for retirement income, and some important financial planning tips if you use cash apps to transfer money.
How is it that, over a lifetime, some people make an extraordinary amount of money in the stock market while others struggle and often give up? This month, Dave takes a look back at the 'peaks and valleys' of the market since he's been in the business (40+ years, if you believe it!), and how a 'glass half full' view may help some investors in the long run.
As February comes to an end we need to start looking towards what we will see from the market in March. The news will be dominated by the Fed raising the Fed Funds rate and the impact on stock prices. Dave also gives a quick update on the performance of each strategy and which ones could be "on sale."