Blog
Introducing Tactical Management
Monday, October 10, 2022
As discussed in a previous video, there is no bigger trend to help or hurt your investment performance than Monetary and Fiscal policy.Monetary Policy is the Federal Reserve’s interest rate policy and banking reserve requirement...
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Is Your Portfolio on Auto-Pilot?
Monday, August 15, 2022
Imagine you're taking friends out on your boat, heading to Naples. As soon as you pass under the Skyway, you put your controls on auto-pilot to go mingle with your friends. Half way there a storm kicks up, the boat traffic becomes...
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Do You Have A Risk Budget?
Monday, July 18, 2022
Do you have a Risk Budget? Allocating between risk on, modest risk and low risk, I outline two low risk ideas that most investors should consider for their low risk bucket.
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Investment Trends - June 2022
Tuesday, June 21, 2022
Watch Rick Happle's Investment Trends video and learn what one of his clients described as "down just a little is the new up".
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Investment Trends - May 2022
Tuesday, May 24, 2022
Have you ever seen a vehicle coming your way with its blinker on, and pulled out in front of it without any other indication that it was going to turn? Watch this video from Richard Happle, CFP to see how this concept relates to investments
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