May 23, 2022 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for May 23, 2022 

This Weeks Podcast -When is Cash Good?-

Why would cash be able to beat other types of investments? When dealing with a volatile market like we’re currently experiencing, cash can become an important asset class.

Going to cash means selling investments and putting the money on temporary hold as you evaluate the markets.


This Weeks Blog –How to Avoid Losses in Stock Market

“Cash is king” is a phrase that many people say. And while many people put their money into investments to grow, there are times when cash is a good asset to have. For example….