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Are you concerned how changes in the stock market and our political climate may affect your retirement and  investment assets?   Have you considered how your 401k and IRAs can potentially reduce risk while still planning for retirement?   Do you need steady income from your investments? We're here to help educate you on your investment options. 



Bringing you 25 years of combined financial experience, Marco Lopez and Stephen Levin are here to share ways to protect your assets and focus on your retirement goals. Marco and Stephen are hosts of the "Serious Money" radio show and are Registered Representatives of Berthel Fisher & Company Financial Services, Inc.

Our Mission is to provide investors with possible solutions in order to work towards their financial goals.  We do this by reviewing your current financial status, listening to your needs, assessing your objectives, and working with you to monitor your path to retirement.







Rung by Rung: Building a Bond Ladder

A bond ladder could help investors stagger the maturity dates of bonds to limit long-term exposure to low rates and allow some principal to be reinvested when rates are rising.

Making Sense of Auto Financing

Buyers who intend to finance a new car purchase should generally shop carefully for the best price and terms.

The Appeal of Exchange-Traded Funds

Almost half of investors consider themselves “novices” when it comes to ETFs. This article explains how ETFs work.

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

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