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March 2020

Weathering the Coronavirus Market Sell Off: Using time tested principles and new technology to build more resilient investors and portfolios.

March 17, 2020 @ 3:00 pm - 4:00 pm

I wanted to be sure we were front and center giving our advice and support at a very uncertain time. To that end, we will be hosting a webinar tomorrow entitled: When: Mar 17, 2020 03:00 PM Eastern Time (US and Canada) Register in advance for this webinar: https://zoom.us/webinar/register/WN_svcwEF4HTlO7d8catCuyHw The simple fact is that panic selling is present and many investors are downright worried. Heck, as a parent of three young girls, I’m worried about the Coronavirus as well.  But how…

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October 2020

Elections and Markets: A View from the Hill

October 1, 2020 @ 4:00 pm - 5:00 pm
Elections and Markets

Elections and Markets: A view from the hill. If you are not already exhausted from the Presidential Debate a few nights ago I wanted to alert you all to webinar today at 4:00 that you might all be interested in!  (hint—it’s political) Today at 4:00 Anthony Bucci of Mission Point Planning and AssetMark  present “A View from the Hill” with David Vandivier, former White House Chief of Staff and Colin Masters, Director of Public Policy for Fidelity and former Counsel…

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IT’s All in YOUR HEAD! How Behavioral Finance Impacts Investors and Investments

October 20, 2020 @ 12:00 pm - 1:00 pm

Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this?  When you read the headline did you cringe? Break out in a cold sweat?   Grab another glass of wine?   Maybe even panic? If so, don't beat yourself up. Your human. I’m human. We are hardwired to have these emotions. But the problem occurs when we harness these feelings and turn them into investment decisions.  With…

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Stop Relying on the G-Fund! & 7 Biggest Mistakes FERS Employees make with their retirement planning

October 22, 2020 @ 12:00 pm - 1:00 pm
7 FERS Mistakes

Stop Relying on the G-Fund! You're going to live longer than you think! What got you here won’t get you there! And looking for love in all the wrong places! Sounds like fun doesn’t it? With years of working with Federal employees helping them retire we’ve had to fix a thing or two, because we’ve seen a thing or two. In this fun, interactive and positive workshop (contrary to the title) Anthony Bucci will illuminate the 7 most common hang-ups…

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May 2021

What's next for the market?

From the Election to Now. A update on the markets, the economy and what’s on deck.

May 20, 2021 @ 3:00 pm - 4:00 pm

From the Election to Now. A update on the markets, the economy and what’s on deck. Well, friends, it’s been about 6 months since our last market update in November 2020  just after the presidential election. To say we’ve gone through a lot since then is an understatement!  Most people are in agreement that we are moving into an unknown chapter on our economy and markets. However, saying things are ‘uncertain’ is as obvious as saying the Detroit Tigers can’t…

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