DISCLAIMER The views expressed in this video are the personal views of the authors pictured only and do not necessarily reflect the views of the author’s employer. The views expressed reflect the current views of the author as of the […]
When an astute investor checks their accounts and notices all their holdings are going up at the same pace, they begin to fear for the day when will they all be going down. They begin to diversify their holdings, taking […]
Predicting a recession is hard. Let’s pretend you and I are headed to lunch, and we can’t decide where to eat, what do we do? We choose to flip a coin, heads we go to a salad bar, tails we […]
Since our firm was endorsed in early 2017 by Dave Ramsey, the national talk show host and NY Times Best Selling Author, we have received more than 1,000 calls and regularly meet with 50+ people every month. We speak with […]
On Friday the University of Michigan released their preliminary September estimate of consumer sentiment which appears to be on track to exceed a level not seen since 2004. Econoday stated in their assessment of the report: “Consumer sentiment is moving […]
Last week, Kevin Drucker, ARPC (Accredited Retirement Plan Consultant) officially joined the team here at Up Capital as the Vice President of Retirement Services! We made a video about the journey for Kevin and Up Capital earlier this week, which […]
Former President Obama was regularly cited stating the rallying cry of “Jobs, Jobs, Jobs” as the Unemployment Rate approached 10%. Fast forward to today, and the wonder from my CEO clients is “Workers, Workers, Workers.” There just are not enough […]
