Thursday, February 16, 2023
"If You're Not Confused, You're Not Paying Attention". The topics I want to cover are retirement, macro considerations, and my process for retirement.
Read More
Friday, January 20, 2023
Take a lesson from yoga about balance. Hear what Rick Happle has to say in this month's investment update.
Read More
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...
Read More
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...
Read More
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.
Read More
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".
Read More
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
Read More