by Kevin Gormley | Jan 15, 2019 | Charlie, Education, Kevin, Video
Without a doubt, the 4th quarter of 2018 was a tough one. Join Kevin as he dives into the numbers and charts to evaluate what happened. He shows that even though volatility stinks, it is a normal part of the market and it is the reason we get higher returns. Kevin...
by Kevin Gormley | Jan 8, 2019 | Charlie, Education, Kevin, Video
Lately, there have been numerous headlines and articles about an inverted yield curve and the supposed correlation between the inversion and an impending recession. I don’t believe there is a strong correlation between the two.Watch this video to see my evidence...
by Kevin Gormley | Dec 30, 2018 | Charlie, Kevin
Certain retirement plans and IRA limits are adjusted each year based on inflation and cost-of-living. It’s important for you to know that, specifically, IRA contribution limits are increasing in 2019. This coming year Traditional and Roth IRAs maximum...
by Kevin Gormley | Dec 20, 2018 | Charlie, Education, Kevin, Pilots, Video
The other day a client asked the perfect question; “How do you protect my money when the market goes down?”. This is an excellent question and the answer is why you pay us to help you succeed in your investment strategy.Stock market declines are uncomfortable and the...
by Kevin Gormley | Nov 14, 2018 | Charlie, Kevin
If you use a High Deductible Health Plan (HDHP)* we strongly recommend you take advantage of your Health Savings Account (HSA). A HSA is a way to save income tax-free that can be used toward your future medical expenses. Your income is deposited pre-tax into your HSA....
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