March 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in February 2023.
February 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in January 2023.
January 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in December 2022.
November 2022 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in November 2022.
October 2022 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in October 2022.
I Bonds: What to Know Before You Invest
Our clients have been asking a lot of questions about I Bonds recently. In this video, Doug English, CFP® and Wes Johnson, CFP® discuss I Bonds including when they may be a good fit for your investment strategy and what to know before you invest.
July 2022 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in July 2022.
June 2022 Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in June 2022.
May 2022 Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in May 2022.
April 2022 Update
Doug English, CFP® discusses what we did in our clients portfolios in April 2022.