April 21, 2025/
The first quarter of 2025 presented a complex and uneven financial landscape. Although headline indices like the S&P 500 posted...
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March 4, 2025/
Key Market Drivers Last week’s market sell-off wasn’t just about Nvidia’s earnings report. While Nvidia posted strong Q4 and full-year...
October 24, 2024/
Overall Market Equities US Markets The third quarter of 2024 was marked by significant volatility, particularly in early August, when...
March 13, 2024/
As the founder and CEO of Proxy Financial, I’m deeply committed to reshaping the financial services industry. My focus revolves...
July 25, 2023/
Proxy Global Equity: The Second quarter of 2023 closed out with more positive momentum carrying the market, which was almost...
June 16, 2023/
Picture this; you’re watching your favorite olympic sport. The athlete you were rooting for just won the gold medal! The...
May 5, 2023/
Looking for a smart way to build a financial legacy for yourself and your loved ones? Enter Infinite Banking –...
April 26, 2023/
Retiring Early: Challenges and Opportunities in a Changing Landscape The desire to retire early is a common goal for many...
January 31, 2023/
In what was in no uncertain terms a very challenging year to be involved in traditional investments such as stocks...