Blog
An Estate Planning Invite
Estate planning is one of the most neglected aspects of an overall financial plan that I commonly see. You would be shocked at how many people that I talk to that do not have a basic will. I understand it. We do not like thinking or...
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Historic Events, An Analogy And An Invite
April had three financially historical events. In this entry, I discuss those events and my thoughts. I share with you a recent experience and analogy I had with a prospective client. Last, I invite you to our lunch and learn in May.
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I Second That "Financial" Emotion
The emotions of fear and greed can cloud our judgement when making investment decisions. In this entry, I give you five ideas to mitigate the fear we all experience in volatile and uncertain markets.
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Looking For A Higher Rate!
When I was a kid, my Dad bought me a swiss army knife. I thought it was the coolest knife as I had every tool you could need conveniently in my pocket. Being a financial planner is much like being a swiss army knife. I literally have...
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The Market DOES Go Down
Most recently I have had several calls about the market decline. As I write this, the S&P 500 is down 8.9% from the high of 6,144 on February 19th and down 4.6% year to date. I'm not surprised by the decline or the speed. Markets climb...
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An unusual January, "preparing for the storm" and probate
Read about an unusual January, how to prepare for a storm (correction) and an update on last month's blog concerning probate.
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An Estate Planning Story and "What am I paying?"
Learn from this real life story about the hardships of not having an estate plan and learn about the various ways individuals pay their financial advisor.
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THE ELECTION AND YOUR MONEY
To say the least, one week from today will be "interesting". In the last few months we've experienced two assignation attempts, a candidate being inserted rather than voted in and a barrage of media, commercials and rallies by both...
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Today, Tomorrow, Never and a Volatility Update
Today, Tomorrow and Never: I recently had a meeting with a prospective client. After a brief introductions, I asked the gentleman "what is the money for? What are you trying to achieve?" Befuddled, the replied, "I just want to make...
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A Market Update
I wanted to take a moment to address the recent market volatility and provide some insights into what is happening and how we are seeing events unfold during this time. As you may have noticed, global markets have experienced declines...
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Lunch and Learn "The Election And Your Money"
According to MarketWatch, June 23rd, 2024, "The S&P 500 SPX is on pace for its best first-half performance during an election year since 1976, as well as the second-best performance in an election year in its history, according to Dow...
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Charitable Giving Lunch and Learn
I often meet with individuals and families that recognize the people and institutions that influenced them, molded them or who's cause they deeply believe in. Many times, they want to help and a charitable gift is made. It may be a one...
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Lunch and Learn Summer Series 2024
Beginning next Tuesday, we will be hosting “lunch and learns” on the second Tuesday of May, June and July. They will take place at the McIver’s Grant Public Library in downtown Dyersburg beginning at 12:00 noon and promptly ending by...
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Market Reflection, The Wash Sale Rule and Be A Blessing
Looking back at 2024, using the wash sale rule and the importance of being a blessing.
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WAR, A Market Update and "Possibly the greatest risk to your assets"
Learn more about the recent attack on Israel, a market update and potentially the largest threat to your assets.
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A market update, year end and goals
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.
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A Market Update and The Withdrawal Rate
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?
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"Livin' On A Prayer" and "Manage What You Can Control."
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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"Did you feel it?"
"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...
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"In the good ole days."
"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!
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"The Good, The Bad, and The Ugly"
"The Good, The Bad and The Ugly" is how it feels on both a local and economic basis.
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Welcome to the blog, "It happens!" and estate tax update.
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....
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