Latest Insights
- December 1, 2023
Technology and semiconductor stocks are seeing all-time highs, we’ve seen the second highest close in the history of the Dow Jones Industrial Average, and people are still claiming this is a bear market? Todd joins fellow unapologetic bulls JD, Steve and Spencer on StockMarketTV.
- November 17, 2023
It’s not always easy staying steady in the face of market uncertainty. Can partnering with a wealth advisor help you make better decisions and achieve better results over time?
- November 11, 2023
Investor sentiment and market positioning crowded far to one side of the boat with moves in US bond yields in the past 2 years....
- November 7, 2023
Investor sentiment and market positioning crowded far to one side of the boat with moves in US bond yields in the past 2 years....
- November 6, 2023
In Part 2, we provide tips regarding investments, business taxes, and gifting to help you make the most of your financial situation.
- October 30, 2023
In Part 1, we cover year-end tax planning tips on maximizing deductions, retirement contributions, and more.