Does Your Plan Crack Under Pressure?

By Barry Spencer | August 2, 2022 |

It’s Time to Hold Your Advisor Accountable  Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve…

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Rollercoaster ride?

By Barry Spencer | July 26, 2022 |

Rollercoaster Ride? A short email about rollercoasters.Markets rallied in relief on some better-than-expected data on Friday. 1 It was a bright spot in what has seemed like a relentless parade of bad…

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Why I’m an Optimist

By Barry Spencer | July 19, 2022 |

Why I’m an Optimist For the past few months (years, really) it seems like there’s a 24/7 stream of bad news bombarding us all the time.Markets, the economy, housing prices,…

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Inflation & Your Retirement

By Barry Spencer | June 21, 2022 |

Keeping the Retirement Lifestyle You Want Despite Inflation   Can you retirement plan withstand rising inflation? Click this link to watch this brief 2 minute video where I share some…

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Uncertainty vs. Reality

By Barry Spencer | June 14, 2022 |

Uncertainty vs. Reality A philosophical question for you before we dive into the latest. Is the world more uncertain right now than it has been in the past? Or are…

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Why It’s Going to Be OK (find some hope here)

By Barry Spencer | May 31, 2022 |

Why It’s Going to Be OK The last few weeks (and months) of volatility have told us that we’re sailing in stormy waters. This is a quick note to tell…

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Will Your Plan Work as Planned?

By Barry Spencer | May 24, 2022 |

Is Your Estate Plan Integrated with Your Financial Plan?   Having an updated estate plan that is integrated with your financial plan is crucial in avoiding costly mistakes. Click here…

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That 70’s Economy

By Barry Spencer | May 17, 2022 |

That 70’s Economy Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it’s time to bail on markets for the summer,…

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Another Wild Ride

By Barry Spencer | May 3, 2022 |

Another Wild Ride Markets bucked and sold off again. 1 Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall…

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Recession ahead? (read on for hope)

By Barry Spencer | April 26, 2022 |

Recession ahead? (read on for hope) Today, a quick overview of what’s going on in the financial and economic world. (Plus a discussion of the hunt for beauty in the…

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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.