Helping Clients Manage Risks and Grow Assets.

Dee Turkalj Dee Turkalj

Investing and Planning for Retirement

Seven of the eleven sectors are reporting year-over-year earnings growth for the fourth quarter of 2024. In terms of revenues, 63% of S&P 500 companies have reported actual revenues above estimates, which is below the 5-year average of 69% and below the 10-year average of 64%.

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Dee Turkalj Dee Turkalj

Interest Rates Cuts and Financial Markets

Volatility in the financial markets is very common during presidential elections. Rising global tensions also contribute to markets volatility. If you’re investing long-term, you may want to avoid reacting to any short-term market

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Dee Turkalj Dee Turkalj

Straight Brokerage Account

A straight brokerage account is an account at a financial institution that allows an investor to buy, sell, trade and hold stocks, bonds, mutual funds, options, etc. Investment income, such as dividends and interest payments, and capital gains, generated from securities such as

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