Latest Blog Posts

Steve’s Q1 2024 Investment Portfolio Report
April 23, 2024
Quarterly Report by Steve Many in the professional adviser community regards psychology as a significant factor in investing. I have two degrees in psychology and …

Beloved Teacher Colleague’s Shocking Passing
March 4, 2024
Martin Olvera was not just a teacher in the next classroom; he was a friend and colleague who had a huge impact on …

2023 Financial Retirement Year Review! A GREAT YEAR!
January 20, 2024
Before you scroll down to my tables that reflect 2023 portfolio return as a whole, needless to say, 2023 turned out to be an outstanding …