Years ago, my mother and I dealt with an unenviable (yet not uncommon) situation: my father was dying from Alzheimer’s. …
Keeping A Balanced Approach
First Quarter 2021 Investment Commentary Keeping a balanced approach is always wise. Here is our comments for the first quarter …
Second Quarter Market Update 2020
Keeping a Balanced Approach Summary: Path of the economy/markets will be driven by the path of the virus Recession was …
Roth IRA Conversions learn pros and cons
Click Below to see our recorded webinar for clients on Roth IRA Conversions Roth Conversion video If you are interested …
Our Brains, Mind Games & Investing
Our Brains, Mind Games and Investing How does all this work? Our video goes through some very thought provoking ideas …
How Behaviors Change Investing
Optimism and pessimism can change your investing habits. The current pandemic or even election, breeds a lot of uncertainty and …
April 2020 Town Hall: Market Update, CARES Act, and more.
April Town Hall Recording from KayDee on Vimeo. If you are interested in tuning in for a specific topic, …
2020 CARES Act
The $2.2 trillion relief bill, known as the CARES act, signed by the President earlier this month includes many provisions …
Calming Market Fears
It is amazing how predictably irrational we humans can be! Our brains are subconsciously seeking certainty, especially as things become …
