Event Listings

  • Gearing Up for the Next Crash Webinar

    Wednesday May 4, 2022 4:00 PM  I am doing an investing class live webinar for clients and guests. Cost- Free Date- Wednesday, May 4th, 2022 Time- 4:00 PM Where- Online through Zoom Topic- Gearing Up for the Next Crash Are you wondering if there could be a stock market crash in the near future? You…

  • Gearing Up for the Next Crash-Investing Class

    Wednesday April 6, 2022 6:30 PM  Come to our free investing class here in Idaho Falls. Are you wondering if there could be a stock market crash in the near future? You are not alone. In this class we will go over all of the stock market crashes throughout history and what we can apply…

  • Separating Myths From Truths: The Story of Investing

    Wednesday February 2, 2022 6:30 PM  Come and join us for this free investing class in Idaho Falls. Seating is limited, so RSVP now if you want a seat. Dinner will be provided. We will discuss the topics of mutual funds, stocks, market timing, and diversification. The mythology of traditional investing leaves most investors confused…

  • Cryptocurrency: Are you missing out?

    Cryptocurrency: Are you missing out?

    Do you suffer from FOMO?  FOMO stands for Fear Of Missing Out.  Just about everyone suffers from this in one way or another.  Bitcoin and Dogecoin, among other cryptocurrencies have become household words and their popularity is exploding. So what is cryptocurrency, and is it something you should invest in? What is cryptocurrency? Cryptocurrency is…

  • Topic: TBD

    Wednesday June 23, 2021 6:30 PM to 8:00 PM  Location: Dixie’s Diner, 2150 Channing Way, Idaho Falls 83404.

  • Short Selling, Stock Picking, and GameStop

    At this point most everyone has heard of the craziness surrounding GameStop stock over the last few weeks.  There are several things we can learn from the madness.  First I will try to explain as simply as possible, what actually happened. Retail stock market traders banded together in the Reddit forum “WallStreetBets” and decided to…

  • How Much Will Your Social Security Benefit Be?

    Understanding your social security benefit is a huge part of being prepared for retirement, and even the young generation should understand what they can expect to receive from social security.   It can be very confusing as there are many different rules and variables that go into the equation of estimating your social security benefit. Basics…

  • Health Insurance Options in Idaho for 2021

    As the Open Enrollment Period for enrolling in a qualified health insurance plans kicks off for 2021, I thought it would be a good time to review some basics on how health insurance in Idaho works these days. Open Enrollment Period If you do not currently have a health insurance plan you have until December…

  • Elections Impact on the Stock Market

    2020 has obviously been a crazy year, and with the Presidential Election coming up, it is not about to calm down anytime soon.  The stock market has been a thrill ride ever since late February, with a big drop and then a steady climb.  Tech stocks and Large US stocks have already made it back…

  • Stocks vs Real Estate

    The comparison is often made between investing in Real Estate vs investing in the Stock Market.   There are many strong points to both arguments, but as an Investment Advisor, I am going to argue the side of why the stock market is a better long term investment.  Note, I am not inferring you should not…