Fireside Chat

Here is the second video for January 25th, 2021. Our take on the market and how things are looking. This video is intended for our current clients to keep them informed of current events and market trends. Please read our regulatory disclaimer. If you would like to...

A Dividend Check Per Month

The objective of the “Check A Month” strategy is to create a diversified portfolio of dividend paying stocks in the S&P 500 and evaluating them using a technical scoring system. The monthly income check strategy involves buying a group of quarterly-dividend-paying...

Is The Bottom In?

February 29, 2020 Dear Friends, Family and Clients, As many of you well know, there is a lot of fear in the news about the Corona virus, its effect on the stock market and the global economy. The virus is spreading outside of China, but total active cases are still...