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  • Survival and Opportunities in a Volatile Market

    At this important conference you’ll learn planning strategies that retirees and pre-retirees can use to minimize the negative impact of volatile markets on a retirement income plan, and even find the opportunities that might be missed.

    • We'll show you how to be defensive - positioning yourself to protect your assets
    • You'll learn how to find the solid opportunities - stocks that you can buy at a price that will reward you in years to come

    Early Bird Pricing Ends February 12th at Midnight.

    February 20  

    San Jose, CA



    April 14  

    6:30 PM - 

    7:30 PM 

Meet with Steve Peasley

Get a no cost expert opinion by exploring your retirement options.

  • Skype/Phone Calls

    April 19  

  • San Ramon, CA

    May 11  

  • San Jose, CA

    May 25  

Buying or Selling Real Estate?

Talk with our Licensed Realtor Justin Klein about your options.

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Market Commentary

  • May. 27 2016

    By the Numbers

    This week home sales for new and used dwellings were surprisingly strong for April. New home sales were up to 619,000 from 531,000 with expectations for a fall to 523,000, and the pending home sales … read more »

  • May. 20 2016

    Paradigm Shift for Shoppers

    This earnings season clearly demonstrated a strong preference by consumers to shop on line instead of the malls and especially the big box stores.  There were a few exceptions, Wall Mart being … read more »

  • May. 20 2016

    Leading Indicators

    Yesterday the Conference Board reported that The Leading Economic Indicators showed an increase to up .6% after being up the month before .2%. Also, weekly jobless claims which are a leading … read more »

  • May. 19 2016

    New Construction

    Out yesterday was the Housing Starts report for April and the numbers were higher than expected. A total of 1.172 million new homes were under construction, up from 1.099 million the month before, … read more »