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New Intel on Hershey

As your Independent Advisor, Steve looks back on 2025 and where we are investing going forward.

Steve salutes all graduates!

Taxes can significantly affect your retirement income, reducing the amount available for spending.

This Market May Need a Band-Aid®

​In May, U.S. equity markets delivered a standout performance, with all major indexes finishing the month firmly in positive territory

There are still many questions that remain about bonds and tariffs...

The recovery over the past month is offering a chance to regroup. Steve suggests to accept this gift.

Patience is [PRU]dent

April was a turbulent month for U.S. stock markets, marked by sharp declines and a surge in volatility.

You may already be aware of the importance of having enough life insurance  coverage to handle financial matters that could affect your...

Steve suggests to review your current cash needs during this market reprieve.

Some advice from Steve to help you focus on the main thing through this turmoil.

Steve suggests to hang in there, keep swimming and Keep the Faith.  

In the face of fear, Steve suggests to have courage and be a buyer. Learn how we selectively build your long term portfolio allocation.

Prime Days Ahead?!

Steve says It's not always easy to see the good in the bad. Adjust your mindset to see blessings in disguise this quarter.

Steve points out how to view current levels to prepare your mind for market volatility.

March bottoms have a well known history. Steve points out the positive for portfolios during this decline.

Investing takes nerve and Steve suggests having Faith in your plan, buying when others are selling, and taking the 'narrow gate' is best!