Between industry news and personal experience.

Jack Bowers and Ken Weber discuss the Delta variant, interest rates, and the economy (August 3rd, 2021)

Hear from Ken and Jack as they discuss the following: Short Sellers and Reddit Traders Value vs. Growth Forecast Interest Rates and implications on bonds And more

None of us are immortal. With the pandemic still raging, now may be the right time to get your affairs in order. You need to plan for life's unexpected events. Anyone who has assets, no matter how small, or wants their medical wishes carried out, should have a plan.

After months of extensions, most of the benefits included in the CARES Act are expiring at the end of the year. Learn how this affects you and what you can do to move forward with financial certainty.

With a pandemic that may drag into 2021, social upheaval, and the divisiveness of this election season, many of you want to know what we think about the current situation. Jack Bowers and Ken Weber spoke on October 27th. Watch the video to view the recorded conversation.

The third quarter brought a faster-than-expected economic recovery as the number of new coronavirus cases topped out in July and declined in August. While growth stocks continued to post strong gains, a V-shaped rebound in consumer spending, construction, housing and industrial production provided a significant lift to beaten-down value stocks. Although Congress could not agree on new stimulus programs, the Fed took additional action on the monetary side which helped the economy hold up in September. Investors were encouraged by good news on the vaccine front, with several promising candidates entering Stage 3 trials. The S&P 500 finished the third quarter with an 8.9% gain, for a year-to-date gain of 5.6%.