Picture this; you’re watching your favorite olympic sport. The athlete you were rooting for just won the gold medal! The top 3 competitors line up on the Olympic platform. You are beaming with pride at your chosen athlete’s and nation’s success. They step down and approach the cameras, and suddenly take a bite out of […]
Looking for a smart way to build a financial legacy for yourself and your loved ones? Enter Infinite Banking – the revolutionary alternative to traditional banking that empowers you to take control of your financial future. With Infinite Banking, you can create a financial source for your future loans while building an inheritance for your […]
Retiring Early: Challenges and Opportunities in a Changing Landscape The desire to retire early is a common goal for many Americans, but the cost of retirement can make this a challenging goal to achieve. According to a recent study by the Employee Benefit Research Institute, only 34% of Americans retire before the age of 60, […]
The bad, the ugly and the opportunity By Marc DeCuffa, APMA® The year of 2022 has been another wild one for the Markets. While the previous three years had been marked with the fear and uncertainty of COVID-19 they were overall fantastic years for stocks. All major indexes were continuously hitting all-time highs, pushing valuations […]
With everything in the world moving so quickly, we want to remind everyone to take a moment to ensure that we are being the best version of ourselves at all times. Proxy is implementing monthly book recommendations to help motivate our clients and advisors to put their best foot forward in everything they do. The […]
There are a number of factors that drive the markets that most investors pay attention to. Things like earnings, economic growth, interest rates, inflation, market trends and valuations. All these things matter in terms of setting prices. But they are not the be-all, end-all. You can’t simply take fundamental data as gospel for how the markets […]
The stock market is the only place where anyone can invest in human ingenuity. It is a bet on the future being better than today. Stocks can be thought of as a way to ride the coattails of intelligent people and businesses as they continue to innovate and grow. Short of owning your own business, […]
We’ve never seen anything like this GameStop story. It’s taken on a life of its own and when this many people are paying attention to something there is bound to be misinformation and misunderstandings. So we wanted to look at what we feel are some of the biggest overreactions to this story: This has nothing […]
These are the two scenarios you’re going to hear about in the financial media in the coming days and weeks now that the Democrats have control of the White House, House and Senate:Scenario #1. The democrats are going to crash the markets with higher taxes. Buckle up. Scenario #2. The democrats are going to crank up the […]
This is the craziest market we’ve ever seen. And we don’t say that to be cute or funny. As experienced financial professionals – we mean it. The pandemic somehow turned a bunch of people into day traders. At first, they were buying beaten-down airline and cruise stocks. Now they’ve moved on to buying shares of […]
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