July 21, 2020
2020 Half-Time Report
by: Danielle Howard
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...
April 24, 2020
2020 1st Quarter Capital Market Review
by: Danielle Howard
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...
January 29, 2020
How will SECURE Act Impact your Financial Plan
by: Darren Brennan, CFP®, CRPC®
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...
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,...
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...
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...
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...
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...
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...