Wealth Management

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 […]

Searching for Employment Trends

By EWM / August 10, 2021

There was a “good” jobs report released by the US Bureau of Labor Statistics (US BLS) on Friday of last week. For July, the US added […]

Problems Going Public

By EWM / August 3, 2021

“Nikola Corporation is an American company that presented a number of zero-emission concepts during 2016–2020” is the current (8/2/2021) opening sentence of the Wikipedia article for the […]

The Market is Healing

By EWM / July 26, 2021

US GDP numbers are coming out on Thursday this week. If the estimates hold, the economy will improve +8.7% over last year’s 2nd quarter reading. […]

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 […]

Inflationary Growth ‘Transitory’

By EWM / July 21, 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 […]