In This Month’s Newsletter Ol’ Jeb’s commentary about April’s stock market Why are we doing so good, but feel so bad? When are you considered “Upper Middle Class?” Gen Z

My work schedule has been such lately that I’ve missed writing a couple of newsletters this year. Last month was one such miss. In January I committed to writing a book about

Market and Performance Update The stock market surprised us to the upside in October. The Dow had its best monthly performance in years. In fact, at a 13.95% return for the month, it

If you’re nearing retirement, the word “income” should never be too far from your mind. These days, very few people can afford to retire when and how they want on

Market and Performance Update – As 2022 recedes into the history books, we look at the stock market performance last year with all the joy we’d have for a root canal

Market and Performance Update – With all this talk of recession and gloom in the stock market, it would seem that with the losses we incurred last year it would just continue