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!... by Todd Moerman | Jun 30, 2022 | Manage Risk
At our firm, we encourage clients to have a long-term investing approach. Volatility is normal and we want compounding over decades! Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is... 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...
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