Broker Check

The AWA Market Minute

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