Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

Indices Reach New Highs

The start of the fourth quarter was generous to the equity markets as almost every key indices reached new year-long heights. 

Inflation & Lower Third-Quarter Growth

September was a difficult month for the major market indices as investors remained concerned about the possibility of inflation and the nation’s...

U.S. Dollar Strength Has Reemerged

The most recent FOMC 2-day policy meeting brought a change in their policy language that it could start to reduce, or ‘taper’, its $120 billion in...

Inflation & The Federal Reserve

Before buying into central bank assurances that inflation is transitory, we must remain vigilant of the fact the largest risk facing the economy...

Evergrande's Cash Flow & Debt Problem

I'm sure you have seen Evergrande's name in the news this past week. Here is some information to help you understand what is happening along with...

Markets Up While U.S. Presence In Afghanistan Ends

The beginning of September found the nation with several events that will influence the markets. On August 1, 49.6% of all Americans were fully...

Large Cap Stocks Advance Despite Delta, Drought & Evictions

As we reach the midpoint of summer, the nation is only about 50% vaccinated; the Delta variant is disturbing and mask mandates continue to be an...

Market Update - 6 Key Items & Observations

Click below for a Market Update with Joe Maas.

Covering topics such as inflation, interest rates, corporate endings, the fed, the US 10 year...

Halfway through 2021

This year’s July 4th holiday finds the nation at the halfway point of the year with Q2 behind us and approximately 46.4% of the population...

Portfolio Manager's Quarterly Commentary for Q2

The second quarter under the Biden administration saw the economy continue to recover as vaccination rates continue toward an aspirational rate of...