Jim E discusses Rebalancing, Covered Call Writing and Capital Gains
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Jim K discusses current market conditions and rebalancing.
Jim K discusses four Important Estate Planning Documents that everyone should have.

In this video, the Jim’s discuss the recent Gamestop phenomenon and Momentum vs Value Investing.

This video from TTG Financial includes TTG Market Update 2021 on Market conditions.

Value Versus Momentum Investing. Rotation from Growth to Value looks like it is beginning coincident with good news regarding the COVID-Vaccine.

This video includes an explanation of the risks and rewards of owning structured notes.

Who are Annuities Good For? The Agent? The Consumer? The Company? This video will explain the pros and cons of annuities.

The article above provides an idea to help fix Social Security. So, could we really fix this problem within one generation? Saving Social Security requires us to act now. Likewise, small steps today can have a big impact for tomorrow. The problem isn’t going away. So, now is the time to make a change.

This TTG Market Commentary discusses the oddities that can occur when a market rally lacks breadth. As a result, there is an opportunity to take advantage of a rotation back to underappreciated stocks. Breadth, rotation, price to earnings ratio and risk free rate of return are all covered in this presentation.
