First Friday
February Power Hour – The Smartest Investment
February Power Hour – The Smartest Investment Below are some of the things we discussed in our February Power Hour / Market Update What drove the market’s returns in 2021…
Read MoreFinancial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way to think about planning and hear what is most are the most important things you should do in…
Read MoreFinancial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s crucial to stay informed about what’s trending and what’s losing steam. Let’s delve into the current market outlook,…
Read MoreFinancial Power Hour: All About Gifting
Financial Power Hour: All About Gifting Stay ahead of the financial curve with our latest market update. Discover the current trends in the stock market, bonds, cryptocurrencies, and precious metals…
Read MorePower Hour: Little Known Financial Tool
Power Hour: Little Known Financial Tool A Market Update – What’s hot and what’s not! Stock Market, Bonds, Crypt0, Gold, and more Market Trends continue to be favorable, but there…
Read MorePower Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan In this month’s market update, we take a closer look at the ever-evolving financial landscape to help you make informed decisions regarding your…
Read MoreMid-Year Market Update
It’s already July and we’re midway through 2021 so we just had a great call with our portfolio manager, Guy to talk about where the market is headed. We’ve…
Read MoreEstate Planning Basics
Estate Planning is really about control. Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…
Read MoreDo Gold and Silver Have A Place Inside My Portfolio?
During our First Friday LIVE this past week I spoke with Ryan Long, President of National Gold Consultants in Monticello, Minnesota. We focused on gold and silver and if they…
Read MoreFirst Friday Live: Daring Adventure Continues
Welcome to our First Friday Live where we speak with Mary Helen Conroy of Life’s A Daring Adventure. On the First Friday of each month we will go LIVE on…
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