March Update
Please click the video for my latest thoughts and updates on the current investment climate and how I'm handling this. 0:00 /9:55 1×
January and February Updates
0:00 /17:33 1× Initially, this update was supposed to come to you in January. With Trump's inauguration, threats of tariffs, and uncertainty, I kept re-recording this. There are a couple of ways to correct this, and I’ve decided that I’m going to do more
Meagan and Vic's big announcement!
We have some exciting news! We have created this video to announce our merger on January 1, 2025. Some of the key points: * No fee increases * No changes to your account numbers, online access, or things of that nature * You can continue contacting the same person as you are today
November 2024 Update
0:00 /10:35 1× Last week was a significant week regarding new information for the US markets. Of course, the US Presidential election took place on Tuesday, and two days later, the US Federal Reserve cut its interest rate by 0.25%. Of these, that interest rate cut was
October 2024 Update
0:00 /3:24 1× I’ve admittedly gotten a little lax with the updates, and my apologies for that! I’ve been diligently working to get these into a format where I can send them in written and video form. Over the past few months, I’ve made some