Webinar: Mid-Year Market Updates

Presented By: Nick Ziarek, CFP®, CPA Join us to learn more about the current market conditions for mid-year of 2022 in addition to our Shakespeare investment philosophy. Login to Zoom using the following link at our scheduled time: Topic: Webinar: Mid-Year Market Updates Time: Jul 13, 2022 02:00 PM Central Time (US and Canada) Join…

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Think the Markets are Too High? Review Your Budget


Written By: Kevin Reardon, CFP® The financial press has been reporting a growing concern that people think the markets are too high. The implication is that if the markets go down, a person’s lifestyle will be impacted, and that’s a problem! The reality is market performance is not the main factor that impacts the success…

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2021 Closing Thoughts | Market Updates

Financial Advisor

Written By: Nick Ziarek, CFA, CFP®, AIF® Every few months it’s my turn to write the blog post and I stare at a blank screen trying to think what will resonate with our clients, what is worth writing and will anyone read this (I hope you do!). This time I thought I would share snippets…

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