Videos

  • Market Update February 2024: Good News on the Economy! Doubts about Recession & Election Volatility
    Market Update February 2024: Good News on the Economy! Doubts about Recession & Election Volatility
  • January 2024 Market Trends | Investing, Inflation, Interest Rates and the Stock Market 2024
    January 2024 Market Trends | Investing, Inflation, Interest Rates and the Stock Market 2024
  • Big Tax Changes coming in 2024 | Tax Bracket & Tax Break Changes for 2024
    Big Tax Changes coming in 2024 | Tax Bracket & Tax Break Changes for 2024
  • Black Friday & Cyber Monday Market Update: The Holiday Rally December 2023:
    Black Friday & Cyber Monday Market Update: The Holiday Rally December 2023:
  • Autumnal Inconsistency - Market Update October 2023
    Autumnal Inconsistency - Market Update October 2023
  • Money Really DOES Buy Happiness | Investing Advice for More Pleasure
    Money Really DOES Buy Happiness | Investing Advice for More Pleasure
  • Market Trends August 2023 | Recession Prediction and Saving Social Security
    Market Trends August 2023 | Recession Prediction and Saving Social Security
  • Money Moves for When Your Child Moves Out | Investing for Empty Nesters
    Money Moves for When Your Child Moves Out | Investing for Empty Nesters
  • What Should I Do with My Money Now That My Kids are in College? | Investing for Parents Over 50
    What Should I Do with My Money Now That My Kids are in College? | Investing for Parents Over 50
  • Market Watch July 28, 2023 | Mapping a Recession
    Market Watch July 28, 2023 | Mapping a Recession
  • Myth-Busting Dividend Stocks | Investing 101 | What are the benefits of dividend stocks?
    Myth-Busting Dividend Stocks | Investing 101 | What are the benefits of dividend stocks?
  • Investing Options Beyond 401k | Investing 101
    Investing Options Beyond 401k | Investing 101
  • How to Invest During Economic Uncertainty | June 2023 Investment Update
    How to Invest During Economic Uncertainty | June 2023 Investment Update
  • "The Hawk-ish Pause" | Market Update for June 2023
  • How Do I Structure Charitable Giving for Tax Benefits? | Investing 101: Charitable Giving and Taxes
    How Do I Structure Charitable Giving for Tax Benefits? | Investing 101: Charitable Giving and Taxes

To learn more about the professional history of our advisors/firm, please visit

Brokercheck

Newsletter Sign Up

Tell A Friend

Investment Updates

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, FL, GA, ID, IL, IN, IA, HI, KS, KY, ME, MD, MA, MI, MN, MS, MT, MO, NH, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced

Copyright © 2024 Phase 3 Advisory Services, Ltd. All Rights Reserved