They say if you spend enough time around a pool table, you learn everything you need to know about character. For me, that journey started five decades ago. Over those 50 years, my passion for billiards has grown alongside my professional career in wealth management.
As we enter the final quarter of a strong year, Decision Investments surpasses $150 million in client assets—driven by innovation, disciplined strategy, and the transformative impact of AI. The S&P 500’s 14.8% gain and Nasdaq’s 18.7% rise highlight market resilience amid uncertainty. With renewed energy and sharper tools, we’re focused on prudent growth, selective opportunity, and enduring client value.
After five straight days of market declines, a Powell-driven rally pushed the Dow to record highs—yet beneath the surface, inflation and valuations flash caution. In our latest update, we break down why this market may be offering both its biggest opportunities and its sharpest risks.
I hope this letter finds you well. As we navigate this unique and challenging economic landscape, I remain committed to
We are looking ahead to 2025 with cautious optimism. The markets may be volatile, but the opportunities are massive—think AI-driven
In the latest quarterly recap from Decision Investments, John provides a comprehensive analysis of the current economic landscape and its
As individuals navigate the complex world of retirement planning, one popular option that often surfaces is the age-based portfolio, particularly
There is a simple strategy for making annual contributions into the tax-free Roth IRA for individuals with Modified Adjusted Gross
The Enhanced Dividend Portfolio at Decision Investments Targets an Annual 6% Tax-Advantaged Yield Plus Long-term Appreciation High & Growing Income
