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...
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...