by Todd Moerman | Nov 5, 2024 | Market Updates, Uncategorized
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 | May 6, 2022 | Uncategorized
Are you worried about markets, retirement and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 640% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our... 
by Todd Moerman | Oct 15, 2021 | Uncategorized
It is hard to believe that it has been 18+ months since the beginning of the Covid crisis. Each week we read dozens of blogs, articles, whitepapers, and presentations as part of our investment process. Below are some of the most important slides, charts, and... by Todd Moerman | Jul 18, 2013 | Uncategorized
Q2 2013 Market Update in Video Format Markets were rocky as we ended Q2. Investors reassess the implications of monetary policy in the US. Is this something to worry about? The markets were spooked on 5/22 when Fed Chairman Ben Bernanke stated that he may start to...
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