Investment Management News & Resources
Objective information about retirement, financial planning and investments
Blog
A Positive Outlook Beyond Interest Rate Concerns
April 23, 2024
Have you noticed the headlines recently? There seems to be quite the buzz surrounding the Federal Reserve and interest rates.…
Intrinsic Value vs. Market Value – What Do They Mean?
March 7, 2024
Financial concepts and investment strategies can be complex. Many find reviewing their portfolios and understanding the figures presented a challenge. The…
5 Retirement Myths You Shouldn’t Believe
January 16, 2024
Imagine a future where your days are not dictated by the alarm clock but by your desires to explore, unwind,…
Enjoy The Journey
Summer Adventures on a Shoestring: 2023 Budget-Friendly Destinations
June 15, 2023
Navigating the current economy can be challenging, but it doesn’t mean your Summer 2023 should be void of adventure. We’ve…
Introducing the Tactical Advantage ETF (FDAT)
June 7, 2023
We’re excited to introduce the Tactical Advantage ETF (FDAT) listed on the NYSE – a groundbreaking investment solution designed to…
Texas vs Texas Tech
September 24, 2022
Texas Tech fans flooded the field celebrating the second straight home game after Trey Wolff drilled a 20-yard field goal…
Market Updates
Echoes of June 13th: The Unveiling of a Monetary Future
June 27, 2023
On June 13th, the air in the room was dense with anticipation as Janet Yellen, current Treasury Secretary, addressed the…
Market Update
November 28, 2022
US Investors Love the USInvestors have put more than $86B into US equity mutual funds and ETFs this year, and…
Market Update
November 14, 2022
StocksThe market climbed 5.5% on Friday (maybe partly on a short squeeze). A basket of the most shorted stocks surged…
