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…

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.

Check In Before Checking Out

Don’t delay your dreams. Before you check out for the summer, check in to make sure your plans are still prudent.