*NEW* Market Update from Dave - October 17, 2018

*NEW* Market Update from Dave – October 17, 2018

Dave Shepherd shares a video update with you today to help make sense of what’s going on in the market and share his insights with you.

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Are you ready for what happens next in the market?

Are you ready for what happens next in the markets?

You know your portfolio might be telling you something important but there’s so much uncertainty about what to actually do if you did discover something was wrong, you don’t do anything! Look, you’re not alone. That’s why I just recorded a video for you that talks about your portfolio’s vital signs and how you could […]

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portfolio updates 05092018

Portfolio Changes Update, May 9, 2018

Just want to give you a quick market update and our posture based on the recent market movements. We have had more of a move over the last couple days to a more defensive posture in our portfolios just because of the way we follow the markets and the indicators that we look at to […]

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sec fraud alert video

Learn More About the Recent SEC Fraud Alert

I just wanted to update you really quickly on a fraud alert that’s come out from the SEC recently. And it is actually an alert where people are calling up and pretending to be SEC examiners, if you will, to help you make trades, verify trades, et cetera, things like that on your accounts. For […]

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Portfolio Changes Update, April 4, 2018

Portfolio Changes Update, April 4, 2018

Because of the market’s continued volatility there will be changes coming this week in almost all of our portfolios to a more preservation stance.

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Market Update from Dave March 23, 2018

Market Update from Dave March 23, 2018

Watch this video to see a March 23, 2018 market update from Dave Shepherd, ChFC, CFP®, financial advisor in Tucson.

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How March Madness Could Make You a More Intelligent Investor

How March Madness Could Make You a More Intelligent Investor

Watch this video to learn how March Madness could make you a more intelligent investor!

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*NEW* Market Update from Dave - March 7, 2018

*NEW* Market Update from Dave – March 7, 2018

Because of increased market volatility, Dave Shepherd recorded a market update for you that he thought you might find helpful.

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