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5 Tips to Becoming A Successful Financial Advisor

As the founder and CEO of Proxy Financial, I’m deeply committed to reshaping the financial services industry. My focus revolves around enhancing the client experience and cultivating a professional culture for ethical financial advisors. Teaching Financial Professionals how to optimize their business environments is a core principle driving my mission. I’m excited to share my […]

Gold & Inflation

Picture this; you’re watching your favorite olympic sport. The athlete you were rooting for just won the gold medal! The top 3 competitors line up on the Olympic platform. You are beaming with pride at your chosen athlete’s and nation’s success. They step down and approach the cameras, and suddenly take a bite out of […]

Retiring Early

Retiring Early: Challenges and Opportunities in a Changing Landscape The desire to retire early is a common goal for many Americans, but the cost of retirement can make this a challenging goal to achieve. According to a recent study by the Employee Benefit Research Institute, only 34% of Americans retire before the age of 60, […]

4Q 2022 Commentary

In what was in no uncertain terms a very challenging year to be involved in traditional investments such as stocks and bonds, we at Proxy Financial were not immune from the markets which plagued 2022.    Those of you who find yourself reading this, may also have seen our in depth 2022 market synapsis, 3Q2022 Commentary […]

3Q 2022 – Quarter 3 Commentary

What Happened: What we Did: What we are Watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities […]

March 2022 Commentary

What Happened: · While March ended the month positive across all major US equity indexes, Q1 was still negative, more accurately representing the tone of 2022 so far. Many uncertainties in the economy and geopolitics shaped the year thus far, resulting in the YTD performance: S&P 500 at -4.6%, the DJIA -4.1%, NASDAQ -8.94% & […]