Home Blog

Blog

Latest News

Insights for Life’s Important
Financial Decisions

February 2020 Newsletter

11 Feb, 2020
Vaughn Woods, CFP®, MBA

Welcome to the month and year of the first palindrome in over 909 years. 02/02/2020 was the first world calendar palindrome since 11/11/1111. If you’re struggling to understand the significance...

SECURE Act

11 Feb, 2020
Vaughn Woods, CFP®, MBA

News on the new SECURE ACT of 2019 As some of you may have heard, there is a new tax act which was signed into law by President Trump on...

December 2019 Newsletter

30 Dec, 2019
Vaughn Woods, CFP®, MBA

Merry Christmas By Vaughn Woods, CFP, MBA Merry Christmas? That’s what Credit Suisse is predicting for 2020. If they are correct, it’s a scenario that sets up a grand year...

September 2019 Newsletter

30 Dec, 2019
Vaughn Woods, CFP®, MBA

Portfolio Strategy September 2019 By Vaughn Woods, CFP, MBA With Great Britain and the European Union in flat to recessionary growth and for fear of spillover into the U.S. economy,...

August 2019 Newsletter

28 Aug, 2019
Vaughn Woods, CFP®, MBA

Back to the basics. Ok. It’s time to discuss the value of using the John Wooden basics of basketball as an investment strategy. As you may know, John Wooden was...

May Newsletter

01 Jul, 2019
Vaughn Woods, CFP®, MBA

Chaos is currency. Tariffs are just one strategy. Think tanks oppose think tanks in a fight for dominant world hegemony. The democratic industrial nations are experiencing a growing existential threat...