Broker Check


Tuesday, June 29, 2021

Two things most people don't like to discuss - death and taxes. Since both are inevitable, I decided to tackle them anyway in this informative and important episode. Think you know all there is to know? Think again, and give this a listen!

Friday, June 25, 2021

One of the most well known market indices just passed a milestone! In this episode we take a look at some of the more memorable moments in the history of the Dow Jones Industrial Average.

Tuesday, June 22, 2021

Considered a wise man, genius inventor, etc., etc., I contend, given today's standards, that 'ol Ben was a schmuck. Think I'm wrong? Give a listen and tell me why at

Wednesday, June 16, 2021

Did you know former President Reagan warned the American People of a danger that lurked, waiting to take your hard earned wealth? He referred to this danger as a mugger (among other things)! What is the danger he was warning of, and...

Monday, May 3, 2021

We all have heard the investment mantra, 'Buy Low, Sell High'. It strikes me as amusing then, that in my 30 plus years in the investment business, the call volume from clients wanting to buy increases substantially when the market is...

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Wednesday, April 28, 2021

In this episode we look at The Rise of the Machine: ROBOTRON! Are you comfortable having a machine manage your investments? Like it or not, this may be the case with your 401(k) or other investments. In this episode we explore the...

Wednesday, March 17, 2021

You all know how much I LOVE when government interferes with our lives. Well, they've cooked up a doozy of a meal for us. Make sure you aren't feeling queezy when you start listening, because you just may after you're done. Enjoy.....??

Wednesday, March 3, 2021

Can we just talk? Chattin' with Chuck may become a regular feature of our weekly program. Let me know what you think! In this episode, I share my thoughts on the current investment environment.

Wednesday, February 24, 2021

Not a lot of thought is typically given to how an investment should be owned, but it is an important detail. In this week's program I dive into the details with some interesting stories of ownerships gone wrong. Enjoy!

Wednesday, February 17, 2021

It is said that 'No good deed goes unpunished.' In this week's episode, long term excellence gets punished for a short term miss.

Tuesday, February 9, 2021

What happens when a bunch of folks in a chat room decide to shake up the players on Wall Street? I have a plain English example that explains it all. Enjoy!

Friday, February 5, 2021

How do you know how damaging something may be to your financial health? I introduce a new indicator to help you know!

Tuesday, December 8, 2020

The start of the holiday shopping season can provide important clues about the economy's state and, more importantly, overall consumer confidence. So far, the results have been a “mixed bag” with malls, including ours in...

Sunday, November 15, 2020

Last week, our primary indicator moved into positive territory off of the strong upward post election push. If you've been paying attention, we've been exiting positions in our discretionary accounts since late summer as they...

Tuesday, November 10, 2020

How would a cashless society impact your life? You may be surprised to learn just how much. Listen now as I explore the potential impacts on this latest edition of Sound Money Management!

Sunday, November 1, 2020

It should come as no surprise that the economy is the most crucial issue in the upcoming election. Those of us living in the DuBois area are no different. But here's something that may surprise you. More than 90% of investors say they...

Tuesday, October 27, 2020

What is more frightening than zombies clawing at your door? How about watching your investments, along with your financial hopes and dreams, implode! This horrifying edition includes actual broadcasts from 1929 with the expert advice...

Friday, October 16, 2020

We are often told that, 'The markets always recover', and, 'It's Time IN the markets that matters, not TIMING the markets'. I respectfully disagree with BOTH of those statements. Many residents of Clearfield, Jefferson, Elk and Centre...

Wednesday, October 14, 2020

Every so often, the Wall Street Oreo factory kicks out a slew of new products. Keep one hand on your wallet as we dive into the latest offering! Wall Streets Latest Craze

Tuesday, October 6, 2020

Today President Trump announced that he will not support the current Democratic proposal for a new stimulus package. This sent the markets into a sharp decline. While I do not claim to have a crystal ball, it IS interesting I think...

Tuesday, September 1, 2020

Sound Money Management Tue, 01 Sep 2020 14:05:07 +0000 Tue, 01 Sep 2020 14:09:26 +0000 Libsyn WebEngine 2.0 en (CJohnson@GuardianPlanners...

Tuesday, August 25, 2020

There's one thief after your hard earned wealth, and they're not even bothering to hide.

Tuesday, August 11, 2020

Tuesday, August 4, 2020

Tuesday, July 28, 2020

Tuesday, July 21, 2020

Wednesday, July 15, 2020

Tuesday, June 30, 2020

Tuesday, June 23, 2020

Tuesday, June 16, 2020

Tuesday, June 9, 2020

Wednesday, June 3, 2020