From investment management and tax strategies to retirement and estate planning, we cover all the bases.
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Mark Tepper doesn’t feel that Alphabet will lose any momentum. Find out what the catalysts are for the parent company of Google.
Mark Tepper discusses Azure, one of Microsoft’s main growth areas and why Microsoft is the #2 player in cloud. Watch his thoughts below:
Who do you think of when you think e-commerce? Mark Tepper discusses why he prefers buying companies that are investing in growth. Find out which company he is buying:
Mark Tepper discusses why small-cap stocks tend to underperform in the later innings of long secular bull-markets.
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.
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.
Portfolio X-Ray measures the strength of your investment portfolio by scoring your top ten stock holdings on a score of A-F in three critical categories.
Begin Your Assessment
How sellable is your business? The Sellability Score questionnaire helps you gauge the true value of your business in under 15 minutes.
Wealthalyze simply measures how effectively you’re managing your wealth. In less than 10 minutes, you’ll receive valuable feedback on the current state of your financial affairs.
