October 18, 2023 Last quarter, we mentioned that we were likely to see a pause in the market after stellar performance the first half of the year. We expected we may see some “backing & filling”, profit taking, and maybe even as much as a 10% correction. The market was […]
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Gabe Fransen | September 25, 2023 Retirement planning has always been a significant concern for individuals, but in recent years, the focus has also shifted towards employers playing a pivotal role in ensuring their employees’ financial security during retirement. One of the most popular retirement savings vehicles in the United […]
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Gabe Fransen | August 23, 2023 After much research and thoughtful decisions, we have chosen to place your assets at Schwab. As an industry leader, they are experienced in serving the unique needs of independent advisors like ourselves, and their clients. We know how important it is for you to […]
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Gabe Fransen | July 20, 2023 In today’s fast-paced digital world, financial scams are becoming increasingly sophisticated, targeting individuals, families, and even businesses. The goal of this article is to keep you informed and equipped with the knowledge to defend against these scammers. The Rise of Financial Scammers Scammers have […]
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Gabe Fransen | June 21, 2023 In an era defined by technological advancements and intricate financial landscapes, an escalating number of individuals are opting for professional money management services. Entrusting their financial affairs to experts has emerged as a popular choice as people strive to maximize their wealth, achieve financial […]
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Gabe Fransen | May 17th, 2023 One of the activities that we go through when analyzing a financial plan or financial situation for folks that are looking for advice, is to review their assets. We look at everything from checking, savings accounts to real estate properties, retirement accounts and life […]
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Gabe Fransen | April 20th, 2023 In this article we are going to compare and contrast Investment Assets that may be similar, but have some subtle differences that investors should be aware of. We are going to discuss: Dividend Stocks vs Growth Stocks Dividend stocks and growth stocks are two […]
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Reduced volatility and a resilient market in the first quarter 2023. The S&P500 was up about 7.5% while, with rotation back to growth versus value, the Nasdaq 100 was up about 21%. A bit of relief following a tumultuous 2022. Let us start with some statistics; they may provide some […]
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