Upon Reflection

Looking Back… I wish I had… I could have been… I should have done… These are often the phrases we finish when we reflect back on the year. None of those phrases help propel us towards a better future. These phrases are filled with fears and regrets. Rather than looking back with a negative lens,…

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Thanksgiving Anew

This Week and Always… Ahead of the Thanksgiving holiday this week I was reflecting back… Just like we did last year, we’ll probably head back out for a three-generation round of golf. The fun and memories are so special because you aren’t assured of tomorrow. So this season is a tremendous opportunity to be mindfully…

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Change is Coming

Changes Are Coming The change that’s coming is certain. When and how much is uncertain. It looks like changes for the 2022 tax year are happening. Congress passed the $1.2 trillion infrastructure bill. Next up is the Build Back Better $1.75 trillion spending and tax increase plan. Top capital gain taxes look to be going…

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What are You Doing?

Opportunities Housing prices are at all-time highs. Investment accounts have big gains (or should). 401k balances have grown substantially. So what are you doing with all this? Most are gaining a false sense of security. The house value is only as good as the sale price you get. The portfolio gains are only as strong…

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Are You Ready for This?

Are You Ready? The media can really feed notions of fear. The media can really feed notions of euphoria. Friends can stir emotions with their “big” wins. (Notice how most friends don’t talk about their “big” losses!) The “smart” people like to lead people to believe they can predict the future. Yet, the market will…

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