by Todd Moerman | Mar 12, 2025 | Market Updates
Economic downturns and political changes can be intimidating, but they also present opportunities. Learn how to thrive in any market. Let us know how we can help. If you want to review your current allocation with Todd, set up a 45 minute meeting at the link below. We... 
by Todd Moerman | Nov 5, 2024 | Market Updates
Markets are near all-time-highs and have had a great run over the last 2 years! Now is the time to update your financial planning and fine tune how much risk you need to take to hit your goals. If you are worried about the future, it is always uncertain, we can help... 
by Todd Moerman | Aug 7, 2024 | Market Updates
8-6-24 Yes, volatility is normal and should be expected. Sometimes markets overreact and freak out. Here is a market update for the summer of 2024. Markets have had some increased volatility over the last month. If you are worried, watch this video & we can... 
by Todd Moerman | Mar 27, 2024 | Market Updates
3-27-24 Here is a market update for Q1 2024. Markets have had great returns over the last 20 weeks (since October). Are you getting your “fair share” of returns? We can help you. We are built for the Millionaire Next Door. Let us know how we can help.... 
by Todd Moerman | Jan 16, 2024 | Market Updates
2023 was been a better than expected and 2022 was worse than expected! Are you getting your “fair share” of returns, net of fees & net of inflation? Do you have enough invested in long-term equities? See the brief video below and find out! Sometimes... 
by Todd Moerman | Jul 16, 2023 | Market Updates
2023 has been a better than expected start of the year for financial markets! Are you getting your “fair share” of returns, net of fees & net of inflation? Do you have enough invested in long-term equities? See the brief video below and find out!...
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