After 3 long months, on March 26, 2018, I passed an exam administered by the College of Financial Planning which granted me the Financial Paraplanner Qualified Professional™ (FPQP™) designation.
This week, we wanted to share the story of Surevest client, Don Headley, MD, a former surgeon at St. Joseph’s Hospital in Phoenix.
This Father’s Day I decided to start a new tradition by planning an annual “Daddy Daughter” trip. My daughter Bella turned 10 this year…boy time flies!
This coming Tuesday, August 7th, is National Night Out, an annual community-building event that has been taking place in participating cities since 1984.
A couple weeks ago, I enjoyed one of the best vacations of my life. We were celebrating my parents’ 80th birthdays.
For the last 10 years, I have been sponsoring young children through Compassion International, and this past year, I decided to sponsor a new child in Haiti, Watson Don, through the Chanje Movement. When I signed up to sponsor Watson at the women’s conference at my church, they mentioned that I could go on a mission trip with them to meet him in person. I have always wanted to serve on a mission trip, but I never seemed to find the right opportunity.
As I sit here after the Vancouver half marathon, tired, achy, and sore, I am still in disbelief and incredibly thankful for the journey that it took to be able to complete something like this.
Surevest CEO and Chief Investment Strategist, Robert J. Luna, shares our Equity Barbell approach to today’s market.
With a fully valued market, monetary policy headwinds and trade tensions, we are expecting to see a very similar second half of 2018 to what we witnessed in the first. We are expecting increased volatility with the major averages not straying too far from their current price levels.