Macy’s Downgrade

Mark Tepper says the structural decline of mall traffic is negatively impacting Macy’s.

Watch Now

Peloton, Consumer, and Healthcare

Mark Tepper talks with Varney & Co about the day’s biggest headlines.

Watch Now

December Danger Zone

Mark Tepper takes a look at the best performing stocks in November and talks about which stocks have the highest risk to the downside in December. Find out which stocks you should be watching out for:

Watch Now

Soothing Semiconductors

Mark Tepper is focusing on higher-growth markets when it comes to Semiconductors. Watch why Broadcom (AVGO) and Nvidia (NVDA) are two stocks he owns.

Watch Now

We are the source in the financial world that journalists trust.

Major news sources respect our input and are constantly reaching out to our team for our take on the markets, retirement planning, etc. Browse through our news clips to see some of the topics that we’ve discussed on the air.

Watch More Clips

How well are you managing your wealth? Our tools can help you figure it out.

We have three tools specifically designed to help you get a better understanding of your current financial situation. By using Portfolio X-Ray, Wealthalyze, and The Sellability Score, you will get a clearer picture of your wealth, as well as recommendations on what actions you can take to see even better results.

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. Register For the Workshop