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.Read More
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?Read More
"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.Read More
"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...Read More
"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!Read More
"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.Read More
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....Read More