If you are not happy with the results below please do another search
As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am always focused on ways to adapt and innovate for my clients. Former […]
Athena Global Tactical ETFs Update With recent market volatility, we have advisors and clients asking about potential position changes to our Global Tactical ETFs portfolio. Tactical managers use different approaches including economic conditions, momentum and valuation. These signals can be short, intermediate or long-term in nature. We use longer-term deep behavioral currents and don’t react […]
The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google “what happened to XIV” and you will learn quite a bit about trading volatility. Best we can […]