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What Is The Financial Planning Process

What Is The Financial Planning Process

Discover how to become financially independent without giving up lattes or living on bread and water. I invite you to check out this short video covering the financial planning process. In this video you’ll discover: Setting short- & long-term goals. Making...

Stock Market Update May 2023

Stock Market Update May 2023

In this stock market update Steve shares, his opinion regarding the Fed’s activity. He discusses inflation, performance of the markets, the regional bank issues, interest rates as well as the fear and greed index. Video Recorded May 5, 2023 If you are concerned about...

Stock Market Update | April 2023

Stock Market Update | April 2023

In this stock market update. Steve discusses the regional bank crisis, its impact on the credit markets and how that may affect the economy.  He recaps the March performance of the major indices as well as the fear and greed index. This video was recorded on April 11,...

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