Knowing Where to Miss

Markets near all-time highs. Volatility near all-time lows. This is the perfect recipe…for throwing caution to the wind and taking too much risk. The key to protecting your goals is knowing where to miss.

The Hidden Concentration Risk

The hidden concentration risk as markets hit all-time highs. How to better position your portfolio. That’s the focus of this week’s segment of Mike on the Money on WYFF News 4

Imperfect Success

We got an unlikely piece of investing advice from one of the greatest tennis players of all time this week.
Yes, the great Roger Federer. A major champion 20 times over.

More Economic Noise

Did the economy gain jobs or lose jobs in May? Hmmm? Let’s dive into the latest newsletter…

Want to make big financial changes?

Want to make big changes financially? We’ve got a process for that! Check out this week’s segment of Mike on the Money on WYFF News 4.

Creating a Memorable Vacation

Ready to book summer travel? Let’s help you create a memorable experience without emptying your wallet. Vacation tips—that’s this week’s segment of Mike on the Money on WYFF News 4.

Before You Check Out For Summer

About to check out for the summer? Check in with your finances. We’ll show you how in this week’s segment of Mike on the Money on WYFF News 4.