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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

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July 06, 2026

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June 29, 2026

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June 29, 2026

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July 06, 2026

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What Could Go Wrong When Everything Looks Right - Weekly Newsletter

August 31, 2026

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June 2026

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2026-08-24 Running On Fumes - Weekly Newsletter

August 24, 2026

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2026-08-17 Good Breadth - Weekly Newsletter

August 17, 2026

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2026-08-10 Enjoying The Ride But Still Wearing Our Seatbelt - Weekly Newsletter

August 10, 2026

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June 2026

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August 2026 - Could A Trump Account Become Your Grandchild's First Roth IRA? - Monthly News

August 2026

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2026-08-03 Three Bullish Factors Align - Weekly Newsletter

August 03, 2026

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2026-07-27 What Interest Rates are Telling Us - Weekly Newsletter

July 27, 2026

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2026-07-20 Iran and Inflation - Weekly Newsletter

July 20, 2026

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2026-07-13 We're Bullish! - Weekly Newsletter

July 13, 2026

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July 2026 When a 7% Return Doesn't Support a 4% Withdrawal - Monthly News

July 2026

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2026-07-06 High Earnings Growth could be Bad for Stock Prices - Weekly Newsletter

July 06, 2026

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2026-06-29 Is The Fed Put Kaput? - Weekly Newsletter

June 29, 2026

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2026-06-22 Leaverage Reaches Highest Ever -Weekly Newsletter

June 22, 2026

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2026-06-15 Sequence of Return Risk Weekly Newsletter

June 15, 2026

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2026-06-08 Should you convert your 401(k) to an IRA? Weekly Newsletter

June 08, 2026

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June 2026 Is the Economy Echoing 2008? Monthly News

June 2026

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2026-06-01_Spending is Outpacing Earnings_Weekly Newsletter

June 01, 2026

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2026-05-25_Three Major Risks for Investors_Weekly Newsletter

May 25, 2026

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2026-05 Resilience Is the Key Portfolio Trait Monthly News

May 2026

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2026-05-18_Party Like It's 1975... Or Not_Weekly Newsletter

May 18th, 2026

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2026-04_Tax Tips_Monthly

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2026-03_Take That IRS_Monthly

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2026-02_Working With a Fiduciary_Monthly

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2026-01_Financial Physical_Monthly

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2025 12 29_Bubble Bubble Toil and Trouble_Weekly Newsletter.pdf

709.02KB

December 29, 2025

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2025 12 22_Paying More Taxes May Be Smart_Weekly Newsletter.pdf

699.94KB

December 22, 2025

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2025 12 15_The Buy and Hold Trap_Weekly Newsletter.pdf

1.57MB

December 15, 2025

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2025 12 08_Risk Is Managed on the Sell Side not the Buy Side_Weekly Newsletter.pdf

1.25MB

December 8, 2025

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2025 12 01_Family Tax Planning_Weekly Newsletter.pdf

1.35MB

December 1, 2025

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2025 11_Fearful When Others Are Greedy_Monthly.pdf

1.04MB

October 27, 2025

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2025 11 24_Left Tail Risk_Weekly Newsletter.pdf

4.39MB

November 24, 2025

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2025 11 17_Four Warning Signs Critical to Watch_Weekly Newsletter.pdf

4.45MB

November 17, 2025

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2025 11 10_What Did Elections Tell Us_Weekly Newsletter.pdf

677.99KB

November 10, 2025

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2025 11 03_Stock and Debt Bubbles_Weekly Newsletter.pdf

724.11KB

November 3, 2025

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2025 10 Precious Metals As a Hedge Monthly.pdf

1.83MB

September 25, 2025

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2025 10 27_K Shaped Economy_Weekly Newsletter.pdf

684.39KB

October 27, 2025

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2025 10 20_Cockroaches and Credit Crises_Weekly Newsletter_docx.pdf

681.09KB

October 20, 2025

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2025 10 13_Higher Market But With Liquidity Concerns_Weekly Newsletter.pdf

850.5KB

October 13, 2025

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2025 10 06_Left Tail Risks_Weekly Newsletter 003.pdf

4.37MB

October 6, 2025

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2025 09 Monthly_Sell Discipline.pdf

1.02MB

September 8, 2025

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2025 09 29_Compounding Requires Principal Protection_Weekly Newsletter.pdf

746.99KB

September 29, 2025

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2025 09 22_Maybe One Last Melt Up_Weekly Newsletter.pdf

721.06KB

September 22, 2025

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2025 09 15_Paradigm C_Weekly Newsletter 003.pdf

6.82KB

September 15, 2025

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2025 09 08_Biggest Asset Manager Warns Portfolio Defense Has Changed_Weekly Newsletter.pdf

706.63KB

September 8, 2025

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2025 09 01_May You Live In Interesting Times_Weekly Newsletter.pdf

685.75KB

September 2, 2025

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2025 08 Monthly_Big Beautiful Tax Bill.pdf

991.63KB

July 28, 2025

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2025 08 25_Recession Watch_Weekly Newsletter.pdf

695.11KB

August 25, 2025

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2025 08 18_Inflation Watch_Weekly Newsletter.pdf

680.37KB

August 18, 2025

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2025 08 11_Coaching Your Portfolio_Weekly Newsletter 003.pdf

714.53KB

August 11, 2025

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2025 08 04_Jobs Alert_Weekly Newsletter 005.pdf

670.82KB

August 4, 2025

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2025 07 Monthly_Your Investment Strategy Should Align With Your Stage of Life.pdf

1.03MB

June 18, 2025

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2025 07 28_Roth Conversions_Weekly Newsletter 003.pdf

709.82KB

July 28, 2025

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2025 07 21_Prepare Dont Panic_Weekly Newsletter.pdf

663.99KB

July 21, 2025

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2025 07 14_Crystal Ball Time_Weekly Newsletter.pdf

660.85KB

July 14, 2025

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2025 07 07_Bubbles Not Just Housing_Weekly Newsletter.pdf

698.13KB

July 7, 2025

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2025 06 Monthly_Buffetts Key To Investing Success.pdf

966.62KB

May 14, 2025

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2025 06 30_Housing Bubble Part Deux_Weekly Newsletter.pdf

850.45KB

June 30, 2025

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2025 06 23_A New Investment Mindset For Retirement_Newsletter.pdf

753.74KB

June 23, 2025

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2025 06 16_ New Washington State Estate Tax Exemption_Newsletter.pdf

642.24KB

June 16, 2025

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2025 06 09_Job Market May Be Showing Cracks_Newsletter.pdf

721.15KB

June 9, 2025

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2025 06 02_ Tariffs Are Dead Long Live Tariffs_Newsletter.pdf

712.28KB

June 2, 2025

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2025 05_Monthly_Unprecedented Risks Require Unprecedented Action.pdf

1.61MB

April 24, 2025

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2025 05 26_History Is Speaking Are You Listening_Weekly Newsletter.pdf

806.21KB

May 26, 2025

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2025 05 19_One Big Beautiful Debt Downgrade_Weekly Newsletter.pdf

638.9KB

May 19, 2025

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2025 05 12_China Trade Disaster Delayed and Fed On Hold_Weekly Newsletter.pdf

637.19KB

May 12, 2025

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2025 05 05_Soft Data Getting Softer_Weekly Newsletter.pdf

790.5KB

May 5, 2025

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2025 04_Monthly_Core Investment Principles_Monthly.pdf

912.71KB

March 21, 2025

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2025 04 28_Heightened Volatility Doesnt Happen In Bull Markets_Weekly Newsletter.pdf

861.16KB

April 28, 2025

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2025 04 21_You Cant Spend Average Returns_Weekly Newsletter.pdf

970.92KB

April 21, 2025

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2025 04 14_Final Sell Signal Triggered_Weekly Newsletter.pdf

1.29MB

April 14, 2025

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2025 04 07_Second Major Sell Signal_Weekly Newsletter.pdf

670.77KB

April 7, 2025

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2025 03_Monthly_Family Tax Planning.pdf

910.22KB

February 24, 2025

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2025 03 31_Liberation Day or April Fools_Weekly Newsletter.pdf

704.95KB

March 31, 2025

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2025 03 24_Managing Your Taxes_Weekly Newsletter.pdf

585.59KB

March 24, 2025

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2025 03 17_You Can Trim The Sails For The Wind You Have_Weekly Newsletter.pdf

581.36KB

March 17, 2025

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2025 03 10_First Major Defensive Sales Since 2022_Weekly Newsletter.pdf

586.7KB

March 10, 2025

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2025 03 03_Are We Likely Still In A Bull Market_Weekly Newsletter.pdf

631.13KB

March 3, 2025

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2025 02 Monthly_5 Retirement Risks.pdf

936.85KB

January 28, 2025

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2025 02 24_The Role Of Gold In Your Portfolio_Weekly Newsletter.pdf

575.95KB

February 24, 2025

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2025 02 17_Social Security Considerations_Weekly Newsletter.pdf

1.02MB

February 17, 2025

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2025 02 10_Seven Investment Sins_Weekly Newsletter.pdf

587.66KB

February 10, 2025

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2025 02 03__How Bonds Work_Weekly Newsletter.pdf

1.03MB

February 3, 2025

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2025 01 27__Your Taxes May Be Higher In 2024_Weekly Newsletter.pdf

715.39KB

January 27, 2025

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2025 01 20_When a Lower Return Is Better Than a Higher Return_Weekly Newsletter.pdf

577.23KB

January 20, 2025

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2025 01 13_Global Liquidity_Weekly Newsletter.pdf

802.99KB

January 13, 2025

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2025 01 06_A Gentle Return to Normal_Weekly Newsletter.pdf

692.41KB

January 6, 2025

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