Who’s on Your Team?

Who’s on Your Team? When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on into the rest of our lives. Michael Jordan couldn’t win a championship without a team. As the father of a 15-year old travel baseball player,…

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Recession? (Y/N)

Recession? (Y/N) Are we in a recession?Depends on who you ask. That’s pretty confusing, right?Let’s discuss.The most common definition of a recession is two consecutive quarters of negative growth. 1The economy met that bar after the most recent report on Gross Domestic Product, which showed that the economy shrank in the first half of 2022.If it…

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Does Your Plan Crack Under Pressure?

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 a plan that meets your specific goals. It’s time to put your current wealth planning to the test. Pressure test questions- does your plan: Eliminate…

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Rollercoaster ride?

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 news.But the Dow, S&P 500, and Nasdaq still all closed out the week with losses. 1Is this the bottom of the bear market?Maybe. Or maybe we’re…

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Why I’m an Optimist

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, grocery store prices, gas prices, and that whole COVID thing that’s still happening.It’s a lot.So, what do we do?Do we give in to doom-scrolling and…

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Inflation & Your Retirement

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 thoughts: Inflation is just one factor to consider with your integrated retirement plan. Not sure where you stand? Click here to schedule a complimentary, no-obligation…

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Uncertainty vs. Reality

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 we simply more aware of our lack of predictability and control? You don’t have to go far to see headlines about uncertainty these days. Uncertainty…

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

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 you that it’s going to be OK. A few things I’d like you to keep in mind right now:”Unprecedented” events can happen much more often…

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Will Your Plan Work as Planned?

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 to watch this brief 5 minute interview with estate planning attorney, Cleve Hill, where we discuss the benefits of an integrated plan. Not sure if…

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That 70’s Economy

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, but I’ll tell you why that thinking is a mistake. First, let’s peel back some layers to explore what’s driving markets. The latest selloff was…

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