Event Listings

  • Built To Last-Engineering a Portfolio to Survive a Volatile Market (Zoom Meeting)

    Wednesday August 12, 2020 3:00 PM to 4:00 PM  In this webinar I will be discussing how you can create a mix of investments to get the best possible return during up markets and during down markets. I will discuss recent trends and types of stocks that have done well lately and compare them with…

  • Large Stocks vs Small Stocks: Does the Last 3 Years Change Things?

    Looking back at the last few years, small stocks have been under performing by a big margin compared to large stocks.   Is this just a short term fad or is this a bandwagon that you need to jump on? The S&P 500 is a grouping of the 500 largest companies in America.  It is a…

  • The Easiest Way to Become a Millionaire

    Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative.   As it turns out becoming a millionaire is not all that unrealistic of a goal. Becoming a millionaire just means that your net worth,…

  • Now is the Time to Rebalance your Investments

    With the big drop in the stock market last month, this is the best time to rebalance your investment portfolio. Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important.  I will explain to you how a continuously rebalanced portfolio is one that is constantly buying low…

  • What to do during a Stock Market Crash

    So the stock market has hit “bear market” territory over the last few weeks which is a 20% drop from the previous high.  And many people are panicked!  But panicking after a big drop in the market can be very bad for your long term retirement account.  Especially if that panic involved pulling your money…

  • Engineering Matters

    Wednesday April 1, 2020 6:30 PM 

  • New SECURE Act Signed into Law

    On December 20, 2019, President Trump signed into law the Further Consolidated Appropriations Act, 2020.  This includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act provisions previously passed by the House in April 2019.  There are quite a few changes that may effect you now or in the near future.  Most, if not…

  • Myths of Investing

    Wednesday January 29, 2020 6:30 PM 

  • Health Insurance Options in Idaho in 2020

    As the Open Enrollment Period for enrolling in a qualified health insurance plans kicks off for 2020, 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…

  • Gearing Up for the Next Crash

    Wednesday October 23, 2019 6:30 PM