Making your money work for you

A journey to understand financial history and why you need to protect YOUR interests

Listeners appreciate a brief walk-through history to learn about how our system come to be, and it helps to understand why it is important to MAKE YOUR MONEY WORK FOR YOU!
Everyone is trying to get your money - 
What can you do to protect YOUR interest?
Listen to the program and contact to schedule time with an adviser.

The signs are showing up in several places... Are you prepared?

If you care about making your money work for you, then you should be looking at the signs - they are all over the place:
Insider selling
Market leaders building cash positions
Stock valuations
Earnings expectations going forward
Do you want to join the herd, or are you a discerning informed investor seeking knowledge, wisdom, experience and strategic planning and management?
Listen to this week's episode of "MAKING YOUR MONEY WORK FOR YOU"
 
 

Is there a stealth bear market already under way? Are you prepared?

In this episode, I share reasons why I believe that positioning your portfolio in a defensive manner before indexes confirm any correction or bear market is something informed investors should consider.
 
Nobody has a crystal ball, and markets can go well beyond rational valuations, as we have seen prior to 1987, prior to 2000 and events can rock markets into major selloffs, like they did after the Attacks of 9-11and right after the Covid-19 lockdowns began.
 
Listen, take notes, prepare questions, and let's talk!

Are you prepared for an emergency? Are you taking a defensive posture with your portfolio?

Being prepared for the unexpected is important. We discuss some critical aspects of financial preparation.
 
What is a stealth bear market, and could we be in the early stages of a stealth bear markets? 
Listen to this episode and jot down your questions. 
Then contact us and let's discuss. 

Hear from retirees some very important issues during retirement planning

You save for your Retirement, but do you PLAN for your retirement?
This episode covers a couple very important aspects of retirement planning that are often neglected by people, and it helps to create a conversation for starting your personal planning process. 

Federal Reserve changes course - higher rates for longer - what does it mean?

In this episode, I discuss the recent rate policy announcement from the Federal Reserve Chairman, and my opinions on wht it means for investors. I also discuss ideas for capitalizing on the recent market gains and leave with a holiday message for all to enjoy!
Merry Christmas !

Pros and Cons: Making the Bullish case and the Bearish Case for the discerning investor

If you are a discerning investor, then you need to have a full perspective, not a sales pitch.
In this episode, I break down some bullish signals and some bearish signals, and help you to form an opinion on how to assess your portfolio in light of the perspectives.
I also share information for you to evaluate strategy and your personalized plan.
Happy Holidays and Merry Christmas!

Post Thanksgiving observations - Why defensive preparation is critical to do now!

Discussion on important factors that may want you to re-evaluate your portfolio position and consider the benefits of starting your -de-risking strategy as the markets are rising. 
You can choose to be proactive, or you can choose to be reactive. 
One choice is you planning and executing your plan. The other is you following the whims of the markets to determine your fate. 
Which type of investor are you?