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Resources

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  • January 2023 -History is in our favor

    First, we would like to wish you and your family a happy and healthy New Year! We hope you were able to close out 2022 surrounded by friends and...

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  • November 2022 -Elements of Optimism?

    October is now behind us, and it has delivered on its track record as a historically favorable month for stocks, offering some relief as major equity indices rose for...

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  • September 2022 -Inflation and The Fed

    The Federal Reserve, Inflation, and interest rates. These three topics have dominated the financial news cycle for the last year and a half and will continue to be the...

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  • July 2022 -Head Fakes and Falling Knives

    “The Federal Reserve needs to raise rates as quickly as possible to tame inflation by sending us into a recession, where they can then cut rates to save us...

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  • May 2022 -A difficult investing environment

    It’s been a historic start to the year for both stock and bond markets -unfortunately, not in a good way. As of market close on Friday, May 6th, the...

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813.443.4767

3014 West Palmira Ave.
Ste. 201
Tampa, FL 33629

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