stocks

Planning for College

By Albert Herzog IV, CFP®, CRPC® / August 20, 2021

Planning for college is a major event in the life of your child and for you as their parent. Navigating the world of college loans […]

Financial Stability in Unstable Times

By Albert P. Herzog III, CFP®, MBA, ChFC® / August 12, 2021

As uncertainty and variables surrounding the pandemic continue to linger, so does the volatility in the financial world. This market doesn’t seem to know which […]

Is a Roth IRA Right for You?

By Michael Barber / July 26, 2021

A Roth IRA is an individual retirement account where contributions are made with after-tax dollars; unlike the typical or “regular” IRA funded with tax deductible […]

Uncover New 401(k) Opportunities

By Todd Perry, CFP, CIMA, CPWA / July 7, 2021

Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors […]

How Influential is a CEO

By EWM / June 29, 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 […]

The Cryptocurrency Scams are Multiplying

By EWM / June 22, 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 […]