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The US Energy Sector

by Fred Baerenz

All of you familiar with our typical portfolio model know how focused we are on the burgeoning US energy sector.  While we consider both fossil fuels and renewable sources of energy, over the last ten years we have focused on the most profitable sectors.  This has led us to concentrate on the production of oil […]

REISA Elects 2014 President-Elect and Officers

by Fred Baerenz

INDIANAPOLIS – At its first Board meeting of the year, REISA’s Board of Directors elected its 2014 officers. Thomas G. Voekler will serve as the 2014 President-Elect.  Mark Kosanke of Concorde Financial Group is currently serving as the 2014 REISA President. The other REISA officers elected were: Peter Blum of Ladenburg Thalmann as Vice President; Derek […]

Twenty Years and Counting…..

by Fred Baerenz

Twenty years ago Bill Clinton was in his second year as President, Newt Gingrich was about to be elected Speaker of the House of Representatives, and very few people had heard of Osama bin Laden or the iPhone.  However, that was an important year for Susan and Chas, and for Fred Baerenz and AOG Wealth […]

Equality and Justice

by Fred Baerenz

My father was a career officer in the United States Air Force.  While we were stationed at Clark Air Force Base, in the Philippine Islands, one of my best friends, Kevin Stockdale, lived a couple of doors down, and we were inseparable.  We played on league baseball, football and basketball teams, played backyard pick-up games, […]

Is 2014 the REIT Time to Hire a Reston Wealth Management Company?

by Fred Baerenz

The real estate industry’s performance in 2013 may have been far from stellar, but it does have a few high points. Granted, high interest rates have resulted in a large inventory of properties for sale albeit with fewer buyers. However, WealthManagement.com argues that this could be a good thing since the environment for 2014 seems […]