Will Uncertainty Attract a Bear Market?
How do Stimulus, Containers and Workers Impact Investors?
Five reasons NOT to contribute to your 401k plan.
Section 529 Plan Myths
Click to RSVP for the event on
Thursday, May 26, 2022 @ 4:00 Pacific
Hero of Main St – VLog
What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero…
Contact Us
Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…
Section 529 Plan Myths
Click to RSVP for the event on
Thursday, May 26, 2022 @ 4:00 Pacific
Hero of Main St – VLog
What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero…
Contact Us
Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…
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Credit Card Snowball Strategy
If you want to have extra money, let’s get those cards paid off. At 18% interest, carrying a balance costs you $15.00 per month for every $1,000 you owe. But some of those cards charge 24%, or $20 per month per $1,000.
Team Highlight: Mona Hurtado
We are excited to announce that Mona Hurtado, passed the difficult securities exams and is now an LPL Registered Administrative Assistant!
Credit Card Snowball Strategy
Honestly, I’m not spending any more than I make, but there’s nothing left for savings.
Will Uncertainty Attract a Bear Market?
Stock prices are down. Gas and Food prices are up. There’s a war in eastern Europe. The FED is raising rates. Another pandemic outbreak locks down much of China.
