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Village Wealth Advisors
Aug 14, 20241 min read
Video: The 2024 Election and Your Portfolio
On August 14, 2024, Jon Courtney, CFP ® and MBA, of Village Wealth Advisors discussed the potential impact of the 2024 election on your...
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Village Wealth Advisors
Mar 8, 20241 min read
Video: Bulls on Parade
On March 8, 2024, Jon Courtney and Dru Brooks of Village Wealth Advisors walk their clients through the current Bull Market. By looking...
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Village Wealth Advisors
Aug 9, 20231 min read
Video: Moving from a Bear to Bull Market
On August 9th, 2023, Jon Courtney and Dru Brooks of Village Wealth Advisors provide an important update for their clients as the US stock...
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Village Wealth Advisors
Jul 13, 20233 min read
Is Leaving California a Smart Move?
Many people are convinced that moving out of California is a great way to ensure your retirement savings will last the rest of your life.
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Village Wealth Advisors
Jun 20, 20231 min read
Video: Transitioning from TD Ameritrade to Schwab
Jon Courtney of Village Wealth Advisors walks his clients through the upcoming transition of their accounts from TD Ameritrade to Schwab....
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Village Wealth Advisors
May 25, 20231 min read
Video: The U.S. Economy As a Locomotive
On May 3, 2023 Jon Courtney of Village Wealth Advisors explained our current economy as a locomotive speeding along a track. This is an...
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Village Wealth Advisors
May 2, 20231 min read
Video: Inflection Point - Recovery or Double Dip?
Jon Courtney and Dru Brooks of Village Wealth Advisors spoke with their clients about how the 2022 Bear Market has impacted their...
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Village Wealth Advisors
Mar 16, 20231 min read
Video: Silicon Valley Bank - What Happened and What Now?
Jon Courtney and Dru Brooks of Village Wealth Advisors in Westlake Village meet with their clients to react to the collapse of Silicon...
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Village Wealth Advisors
Feb 23, 20231 min read
Video: What the SECURE Act 2.0 Means for You
Jon Courtney and Dru Brooks of Village Wealth Advisors give their clients an update on the markets, their portfolios, and planning...
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Village Wealth Advisors
Oct 12, 20221 min read
Video: Bouncing Around the Bottom
In this video Jon Courtney, CFP, helps his clients understand what to expect from the stock market and their portfolios while in the...
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Village Wealth Advisors
Aug 30, 20221 min read
Video: Is the Stock Market Heading Towards Recovery?
Jon Courtney and Dru Brooks of Village Wealth Advisors help their clients understand the investment markets so far this year. They lay...
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Village Wealth Advisors
Aug 9, 20223 min read
Are You Ready To Retire?
Deciding when to retire is different for everyone. Some people choose to retire so they can travel, help take care of grandchildren,...
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Village Wealth Advisors
Jul 17, 20221 min read
Video: What Should I Do with Cash Right Now?
Jon Courtney of Village Wealth Advisors advises his clients on what they should do with their cash right now. The market is scary, but...
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Village Wealth Advisors
May 31, 20221 min read
Video: Moving from Correction to Bear Market
Jon Courtney from Village Wealth Advisors explains to his clients how their portfolio management strategy will adapt as the 2022 stock...
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Village Wealth Advisors
May 9, 20221 min read
Video: 2022 Correction or Recession?
Is the 2022 "Tech Wreck" the beginning of the next Recession or just another in a series of normal Market Corrections? Jon Courtney of...
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Village Wealth Advisors
Feb 24, 20221 min read
Video: Don't Sell Low!
Markets are dropping and the US watches on edge as Russia threatens to invade Ukraine. COVID is ever-present and Inflation is on the...
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Village Wealth Advisors
Jan 26, 20221 min read
Video: Fasten Your Seatbelts. Market Volatility Ahead!
From mid-December 2021 and through January 2022, the US stock market has experienced heavy volatility. Jon Courtney of Village Wealth...
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Village Wealth Advisors
Oct 4, 20211 min read
Video: What's Next for the Stock Market?
September 2021 was a down month for the stock market and, thank goodness, that makes it an unusual month. The stock market recovery from...
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Village Wealth Advisors
Aug 31, 20201 min read
Video: The 2020 Election and Your Portfolio
Jon Courtney of Village Wealth Advisors discusses the upcoming 2020 Presidential Election and its potential impact on clients' portfolios....
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