Broker Check

The AWA Market Minute

January 2023


Topics Covered:

  • 2023 Investment outlook from a "Defensive" manager.
  • What is a tactical investment strategy?
  • How should you employ into a S.M.A.R.T. Retirement™ Plan?
  • How "diversification" applies to more than just investment selection.

November 2022


Topics Covered:

  • Tune in as we talk Large Cap and Tech and ask some hard questions while gaining insight into the strategy that boasts 34 years of alpha with strong performance against its benchmarks.

October 2022


Topics Covered:

  • Current Economic Outlook
  • Politics and Policies that Impact Inflation and Markets
  • Geopolitics and International Fears
  • Simple Strategies to Protect Your Wealth TODAY

July 2022


Topics Covered:

  • Unique GAME SHOW STYLE Market Minute 
  • Questions will be centered on the economy, stock market, inflation and geopolitical events impacting today's retirees
  • Come have some fun while debunking fact from fiction in today's frenzy of disinformation

May 2022


Topics Covered:

  • Why perspective matters when tracking index performance
  • S.M.A.R.T. Retirement™ and dynamic distribution timing

March 2022


Topics Covered:

  • Understanding how geopolitical events impact markets over time
  • Is "the bottom" in sight?
  • Strategies to manage risk and take advantage of opportunities

January 2022


Topics Covered:

  • Key themes to watch for in 2022
  • Our thesis about how these themes may play out
  • Strategies to manage risk and take advantage of opportunities

September 2021


Topics Covered:

  • Tax Reform Proposals
  • Current State of the Markets
  • Defensive Strategies

June 2021


Topics Covered: 

  • S.M.A.R.T. Investing® & Diversification
  • Why Your Portfolio Needs Dividend Paying, Value Stocks
  • Interview with Investment Selection Committee Dearborn Partners

May 2021


Topics Covered: 

  • How To Invest For The Next Major Market Crash

April 2021


Topics Covered:

  • S.M.A.R.T. Retirement™ Discussion
  • Dorsey Wright Tactical Fixed

March 2021

Topics Covered:

  • Potential Inflationary Risks
  • Top 3 Tax Mistakes
  • S.M.A.R.T. Alliances™ Discussion

February 2021


Topics Covered:

  • 2021 Economic Outlook
  • Review and Recap of the GameStop Case and Impacts
  • Overview of the Biden Tax Plan
  • S.M.A.R.T. Retirement™ Discussion

September 2020


Topics Covered:

  • COVID-19 & Its Impact on Your Investment Speed Limit
  • How Politics & The Economy Can Affect Your Attitude and Your Money
  • 3 Best Practices To Mitigate Inflation

April 2020


Topics Covered:

  • Has COVID-19 Disrupted Your Retirement
  • How a 10-Point Risk Assessment Can Give Peace of Mind