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2019

The Investor Coaching Show Cover

Dogs and the Stock Market

November 6, 2019

What do dogs and stock markets have to do with each other? An interesting new concept for a mall, a take on international stocks, and a look at the market and depression. 

The Investor Coaching Show Cover

Millionaire Study

November 6, 2019

Paul digs into a recent study of millionaires entitled “Expected millionaire habits.” What made them who they are? It’s not always what you might expect. Hour 1 of 3 recorded on 10/26/2019.

The Investor Coaching Show Cover

Medicare with Jan Whitfield

October 21, 2019

10/19/2019 Hour 1 Medicare open enrollment and Medicare Advantage plans with Jan Whitfield

Investor Education

October 12, 2019

All of our clients are welcome and encouraged to attend educational workshops in addition

Recent Annuity News – Safe and in Your Best Interest?

October 4, 2019

Roth IRA vs Traditional IRA

September 26, 2019

Are Things Changing?

September 17, 2019

Is There A Bubble In Index Investing?

September 4, 2019

Tortoises, Hares, and Computers (and stocks)

August 14, 2019

The Market – what’s going on?

August 9, 2019

The market – what’s going on?

August 7, 2019

What’s going on?
We’ve seen some unnerving drops in stock prices over the recent past and the media have been tripping over each other to see who can spin the most dire narrative.

Thoughts on Tariff Downturn

August 5, 2019



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