Debt Crisis – What it means for Retirement Portfolios?

Should Retirees be concerned when a U.S. debt crisis looms?  What it’s meant to investors in the past.

May Update on Markets – What are the Warning Signs?

May 2023 Update. Where we’ve been.  Where we might be headed.  What warning signs are still out there? How are portfolios positioned?

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Recession Worries

October 21, 2022
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Money Personality

September 21, 2022

Discover your money personality type and take control of your choices! Click the above image to find out!

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Retirement in 2050

September 7, 2022
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Self-driving Cars… How They Will Benefit You

August 22, 2022
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Roth IRA Conversions – The New Normal for Today’s Financial Planning

July 1, 2021

Roth IRA Conversions – The New Normal for Today’s Financial Planning How Roth IRA’s have taken center stage in wealth creation for middle to upper class Americans and why the […]

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Power of Attorney – Explained

June 30, 2021

Chris dives deep into explaining why a POA is one of the most important documents you and your spouse can have.

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Chris & Charles Interview on 100.1 WGLC – Classic Country

June 28, 2021

Chris Cyr talking with Charles about The Retirement and Investment University coming to IVCC on June 30th

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Our Internal & External Research on the Current State of the Market

June 21, 2021

Today we’re back in the office and it appears as though the market is recovering from last week’s dismal performance. With all the headline noise last week, I wanted to […]

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Why Level 5 Advisors avoid Mutual Funds

June 3, 2021

What are mutual funds?  Why have they been losing favor to other investment vehicles? What are some of the differences between a level 1 advisor and a level 5 advisor?  […]

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How Many Stocks Make Up The Stock Market

April 6, 2021

In this video Chris discusses why last quarter was the worst for bonds, how many stocks make up the “stock market” and what we predict for the remainder of the […]

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