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February 4, 2020

2019 4th Quarter Capital Market Review

by: Danielle Howard

Happy New Year! Join us as we review the last quarter of the decade. Below, in our 4th Quarter Capital Market Review, Jim Kruzan, CFP®, CRPC®...

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November 12, 2019

2019 3rd Quarter Capital Market Review

by: Danielle Howard

Can you believe it was almost ten years ago that we started bringing you these Quarterly Capital Market Reviews? As this decade nears its end,...

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August 15, 2019

2019 Half-Time Report

by: Jim Kruzan, CFP®, CRPC®

The first quarter of 2019 has come and gone. We invite you to join us as we evaluate the economy, politics, and the financial markets in an attempt...

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May 7, 2019

2019 1st Quarter Capital Market Review

by: Danielle Howard

The first quarter of 2019 has come and gone. We invite you to join us as we evaluate the economy, politics, and the financial markets in an attempt...

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November 1, 2018

2018 3rd Quarter Capital Market Review

by: Jim Kruzan, CFP®, CRPC®

With 2019 closing in, we invite you to click on the video below and join us as we evaluate the economy, politics, and the financial markets in an...

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August 1, 2018

2018 Half-time Report with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

We’re halfway through 2018. Are we smooth sailing? Listen in as we evaluate the economy, politics and the financial landscape in an attempt to...

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April 19, 2018

1st Quarter Capital Market Review with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

Please watch the video recording below to listen to our first quarter Capital Market Review for 2019. Commentary provided by Founder and Senior...

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January 18, 2018

2018 Forecast with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

Listen as Jim Kruzan, CFP®, CRPC® weighs in on the close of 2017, where we are now, and what he thinks 2018 has in...

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