The Stock Market Experience

By Barry Spencer | March 7, 2022 |

The Stock Market Experience Are you ready for the ups and downs of the stock market experience? Click here to watch this short, 2-minute video on my thoughts: Not sure if you have a plan to weather the volatility? Click here to schedule a complimentary, no-obligation conversation to review your plan.   _____________________________________________________________________________ “Time is…

Read More

What Comes Next?

By Barry Spencer | March 1, 2022 |

What Comes Next? Some perspective on the grim situation in Ukraine and what could happen in markets. The invasion of Ukraine is a serious and scary escalation in tensions between Russia, Europe, and the United States. Before we dive in to what it could mean, let’s take a moment to think about the many folks…

Read More

When Whales Fight

By Barry Spencer | February 22, 2022 |

When Whales Fight As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.” The idea is that bystanders get hurt when big folks duke it out. What are the tensions? Who are the bystanders? Let’s discuss. An invasion of Ukraine may occur…

Read More

Is Cash an Asset?

By Barry Spencer | February 15, 2022 |

Is Cash an Asset? Let’s talk about cash. Do you consider it an asset? Click here to watch this short, 3-minute video on my thoughts. Not sure if you have the right balance? Click here to schedule a complimentary, no-obligation conversation to review your plan.   _____________________________________________________________________________ “Planning is bringing the future into the present…

Read More

Wild Ride?

By Barry Spencer | February 1, 2022 |

Wild Ride? Markets cratered this week, heading into correction territory, and then bounced right back.1 And then continued bucking and kicking the next day. Weird, right? Not really. These things happen pretty regularly when investors get jittery. Let’s talk about what’s going on. (Scroll to the end if you just want my soothing takeaways.) What…

Read More

Fact or Fiction?

By Barry Spencer | January 24, 2022 |

Fact or Fiction? Markets are driven by numbers, right? Earnings, interest rates, expectations of future growth, etc. It’s just a math equation. Right? Or is it? Let’s discuss. Folks like cold, hard numbers because they’re neat, logical, and measurable. But there’s more to the story. There’s the story itself. The story folks tell themselves about…

Read More

The Hidden Key to Success

By Barry Spencer | January 18, 2022 |

Are Your Emotions the Hidden Key to Success? If you knew that you had one day left to live, would you spend the day with your lawyers, or would you enjoy your final hours doing the things you love with the people you love? You know the answer to that. Well, what if those feelings—those…

Read More

Crystal ball?

By Barry Spencer | January 11, 2022 |

Welcome to 2022! May it bring us peace, prosperity, and a whole lotta love. And some greater certainty about what lies ahead. This email includes precious little certainty, but it does have kittens. (All the way down in the P.S.) You’re probably seeing an endless parade of emails, listicles, and thought pieces loaded with predictions…

Read More

Gratitude Practice?

By Barry Spencer | January 4, 2022 |

New Year, New Gratitude Practice? Last year held a lot of stress and uncertainty for many. So, instead of writing to you about politics, or the economy, or the supply chain, I figured I’d change the script and write about something completely different. Let’s talk about gratitude. Is gratitude a practice for you? In my…

Read More

Reactive Advisers

By Barry Spencer | December 7, 2021 |

Being Reactive Can Be Frustrating and Even Costly… John and June Roberts (as I will refer to them, though not their real names) came in for a conversation a few months ago. They had been working with an advisor for nearly 20 years at one of the big, reputable brokerage firms, but felt like they…

Read More

Your Opportunity to Benefit

A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email or call (678) 278-9632.