President Joseph Eschleman Featured in Financial Advisor IQ Magazine 02.25.2022

Our President, Joseph F. Eschleman, CIMA®, was recently profiled in Financial Advisor IQ’s February 25 article discussing what clients need to know about Russia’s invasion of Ukraine, the impact these developments may have on investments, and how clients can respond. Click here to read what he had to say! How to Optimize Selecting Your Wealth or Financial Advisor? …

Crypto Market: Why It’s Here to Stay and Not Going Away! 02.18.2022

Bitcoin launched back in 2009. Thirteen years have since gone by, there now exist more than 10,000 new cryptocurrencies, and the global crypto market capitalization tops $2 trillion! However, as modeled by Larry David’s character in FTX’s hilarious Super Bowl commercial last weekend (look for a link to it later in this newsletter!), there are still plenty of no-coiners who continue to ask “Will …

Market Correction is Coming – What, Me Worry? 02.01.2022

If your goal is to successfully build net worth, and you harbor concerns that a market correction (when stocks fall 10% or more from a recent high) is coming, perhaps MAD® Magazine’s Alfred E. Neuman’s catchphrase may be appropriate for you: Over the course of 67 years, from 1952 until 2018, MAD®  published 550 regular magazine issues, as well as countless …