Broker Check

The AWA Market Minute

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