In this May issue you will find: 


  • [Video] May Economic Update with David Lee
  • ECON News: Weekly Market Commentary
  • Mach 1 Podcasts - Elephants in the Room, The Glory Days, and Lazy Money
  • David Lee was nominated for small business person of the year with the greater Bentonville area Chamber of Commerce!
  • May Financial Forum for our ZEGA clients & guests is full. Call to get on our waitlist!We'll be talking ZBIG, HIPOS & Buy and Hedge! 
  • Do you know of someone this week that could use Mach 1's help with their investment and retirement needs? Please consider referring them to us and include your name as a reference. We appreciate your support! 

May Economic Update with David Lee 
 

 

ECON News: Weekly Market Commentary




David, Jennie Lee and Kyle Alexander were in attendance at the Small Business Awards Luncheon through Greater Bentonville Chamber for the National Small Business Week.

Pictured below is Jennie Lee, Mike Hagood & David Lee

 

It was such a pleasure to hear Mike Hagood share the story of Ecovet Furniture!

We want to congratulate ALL of the winners this year!






Elephants in the Room

When it comes to retirement planning, there can be several elephants in the room. We'll talk about how a good financial plan addresses these elephants.
 


The Glory Days

Back in the "glory days," it was much easier to retire. Today, it's a little more tricky. We'll talk about some strategies that can make retirement easier.
 




Lazy Money

We want to make sure you're putting your money to work. We'll also talk about the dangers of having what we call "Lazy Money."! 
 
 





ZEGA Financial Forum - May 18th is Full.

Please call us to add your name to our waitlist.
If someone cancels, we will call you to confirm your RSVP. 

Thank you! 


 


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