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July 21, 2020

2020 Half-Time Report

2020… Let’s just say it’s been one for the history books. In this year’s Half-Time Report, Jim Kruzan, CFP®, CRPC® reviews...

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April 24, 2020

2020 1st Quarter Capital Market Review

What a difference a few weeks can make! Watch the video below as Jim Kruzan, CFP®, CRPC® reviews the first quarter of 2020. Jim will discuss...

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January 29, 2020

How will SECURE Act Impact your Financial Plan

As you may already know, the SECURE Act was passed on December 19, 2019. This new law will have a huge impact on retiree’s, beneficiaries, new...

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November 12, 2019

2019 3rd Quarter Capital Market Review

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

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

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

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

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

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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