Thursday, December 7, 2023

Looking back at 2024, using the wash sale rule and the importance of being a blessing.

Monday, October 9, 2023

Learn more about the recent attack on Israel, a market update and potentially the largest threat to your assets.

Monday, December 12, 2022

In this entry, I give you a market update, discuss year end strategies and give you some tips on how to make 2023 your year of achievement.

Wednesday, August 24, 2022

A Market Update and The Withdrawal Rate. Read more to learn my thoughts on current market conditions. Lastly, the withdrawal rate is one of the most useful indicators of the health of a client's financial plan. What is yours?

Tuesday, July 5, 2022

Whoooooaaaa.... we're halfway there. Whoooooaaaa... livin on a prayer. Words could never be more true concerning the current market environment. But in the end, it is important to manage what you can control.

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Monday, June 13, 2022

"Did you feel it?"  "What?" I replied.  "The earthquake... it shook me out of the bed last night?" my client replied.  I had not felt it and honestly didn't even know Dyer County had two earthquakes early that morning...

Wednesday, April 13, 2022

"The good ole days" is a term I have heard all of my life. It is not until you experience inflation like we are experiencing now that you truly understand what your grandfather was talking about!

Tuesday, December 14, 2021

"The Good, The Bad and The Ugly" is how it feels on both a local and economic basis.

Wednesday, October 27, 2021

Friends, Briefly, I want to welcome you to my blog. I have purposely made it not private but rather open to the public. I will write about timely ideas, personal experiences and any "positive" regional news that comes across my desk....