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Market Update: Is the Trend Changing?

It looks like trends are changing but what is the right investment strategy for prudent investors now? Watch our latest video to learn more.
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Interest Rate Headwinds

Video Transcript: Greetings from sunny Sarasota, Florida. Hard to believe we're coming down the home stretch for 2021. It's been a very eventful year and a profitable year for investors. Extremely low-interest rates have caused real estate values to shoot up quite dramatically in all regions of the US, and really in all major countries […]
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Market Update: Recovery...But Challenges Remain

The latest consumer confidence numbers are showing us that consumers are postponing discretionary purchases and feeling a little less confident about the future right now. It's been a highly unpredictable time and we see economic challenges ahead. View our latest video to learn more and hear our recommendations. Video Transcript: Greetings from Sarasota, Florida, where […]
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Inflation and Price Increases - What Will It Mean for You?

There is a major trend unfolding over the last few months that has caught our attention and is probably already affecting your finances. Gasoline, food, lumber and overall inflation on many items that have been pretty stable over the last few years are starting to jump up quickly. What will these rapid increases mean to […]
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Warning Signs & Speculative Behavior

The stock market has been hitting record highs over the last several months, but beneath the surface, there are red flags are everywhere.
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