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The Benefits of a Financial Plan
"Failing to Plan is Planning to Fail" While the prognosis may seem daunting, there’s a lot of truth in this statement, especially when it comes to your finances. Because there are lots of foreseeable and unforeseeable variables that can affect your finances, it’s...
Stock Market Update November 2022
Stock Market Update | November 2022 In this November market update Steve recaps October. He discusses market index performance month over month, year to date and from the market highs. He releases his latest poem, “The Stock Market Forecast” from his CERTIFIED...
Stock Market Update October 2022
Stock Market Update | October 2022 In this October stock market update Steve discusses the recent drop in the market and possible culprits. Video Recorded on October 4, 2022. If you are concerned whether your financial plan is still on the right track, schedule a free...
Stock Market Update September 2022
Stock Market Update | September 2022 In this September stock market update, Steve discusses the major indices, bonds and real estate. This last month it’s been all about Jerome Powell and the Fed. Video Recorded on September 2, 2022. If you are concerned whether your...
Stock Market Update | August 2022
Click on the image above to view this video.In this stock market update Steve brings back the Certified Financial Poet, discusses the performance of the major indices, if we’ve hit bottom, inflation, the Fed, the 200-day moving average, what that could mean and if we...
Stock Market Update | July 2022
Click on the image above to view this video.In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who’s market values plunged the most, the 10...
What is a Financial Plan?
What is a Financial Plan We all have things that we would like to achieve before we die. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than...
Stock Market Update | June 2022
In this market update Steve discusses market performance, inflation, gas & food prices, interest rates, home sales and insider buying and selling. If you are concerned whether your financial plan is still on the right track, schedule a free 30-minute consultation...
A Rough Market
The last 4 months or so have been really tough on growth portfolios and now we’re seeing some weakness in the value stocks too. This is a time when you really have to look at the stocks, bonds, funds, etc. in your portfolio and decide whether they are the ones...