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

Opportunities in the Altered Investment Environment

The Federal Reserve's (Fed) ongoing quantitative easing (QE) policies have significantly altered the investment environment. QE essentially increases the money supply which allows interest rates to fall, encourages landing and

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Dee Turkalj Dee Turkalj

Market Volatility and Market Risk Management Strategies

If you have ever tried to improve certain area of your life, you know how hard change can be. Everyone makes resolutions, but just few people are able to keep them. When you want to make a real change, you can increase your chances of

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