Financial Advisor

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Is a Financial Planner Worth the Expense?

By Todd Perry, CFP, CIMA, CPWA / June 14, 2021

It seems everywhere we look today, there is cost; mortgage payment, grocery bill (diapers, again?), car expenses, the streaming subscription and the list goes on. With more time being spent at home, we cannot forget the sticker shock that comes with any kind of home improvement project today! Which leads to the question of, “where can I cut costs” when reviewing your overall financial picture.

Are the High Valuations Dropping?

By EWM / June 1, 2021

Past performance is no guarantee of future results.  Trend signals are proprietary research of Fortunatus Investments, LLC, a Registered Investment Advisor with the Securities and […]