Investment Positioning
Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates
Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the…
Read MoreIs -“In it for the Long Haul” – A Legitimate Investment Strategy
Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…
Read More4 Ways to Reduce or Avoid Capital Gains Tax
Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…
Read MoreApril Power Hour -Take Charge of Your Taxes
Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…
Read MoreImportant Memo – FDIC Bankers Lack Confidence in the FDIC
The FDIC is what insures your bank deposits and knowing something is FDIC insured, often gives people a sense of comfort or security. However, Wall Street Silver on Twitter recently…
Read MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreFebruary Power Hour – State of the Union
Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…
Read MoreDecember 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…
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