Investment Positioning
February 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 is…
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…
Read MoreSeptember Power Hour – Life Insurance Awareness Month
September Power Hour – Life Insurance Awareness Month “Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault…
Read MoreTax Talk
Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that he shared, talking…
Read MoreAugust: Universal Family Office Intro
August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No war, no…
Read MoreGold and Silver
Gold and Silver: Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we turn our focus to Gold…
Read MoreInflation Protection and Wealth Insurance
Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…
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