Hillbilly Elegy, by J.D. Vance, and Bully Market, by Jamie Fiore Higgins, are two wonderful books! In fact, they are so good they made me violate my no blog in December rule. Normally, that’s a little Christmas present I give myself. I enjoy writing, but coming up with new content each month can be stressful. …
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December 22nd, 2024
Hillbilly Bully Market
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November 28th, 2024
What can the election teach us about investing?
There is a motto among investors that shareholders “vote with their feet.” Remember when we buy stock, we own a piece of a company. That means we can vote on things like electing a board of directors. Most of today’s investors don’t care about voting on corporate stuff. We just want to buy a stock…
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October 31st, 2024
A Little Reminder
Sometimes life provides little examples of the importance of financial planning. For me, the entire month of October was one of those financial planning reminders. Have you ever experienced an entire month that just sucked? Unfortunately, it can happen more often than we like to admit. Let me tell you a little story. On September…
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June 24th, 2024
Financial Planning Without Money
Can you take financial planning steps without money? “I need money to plan with before meeting with you,” is the most popular rejection I hear when I talk to people about financial planning. Granted, I am biased because I believe everyone can benefit from some financial planning, but I think that is a lame excuse….
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May 29th, 2024
How do Retirement Accounts Work?
One of my dear friends asked me about retirement accounts. He didn’t want to know what we invested in, but how the system of investing works. The question was different for me because I am normally talking about our investing products, not how it all works. I’m used to seeing eyes glaze over as I…
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April 29th, 2024
How Sports Betting Works
In the last blog post, we discussed the differences between sports betting and investing. I hope it helped ease your concerns on both topics. Of course, as when you try to invest on your own, it’s important that we learn some basics on sports betting. I won’t even use someone’s Netflix password because it feels…
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May 25th, 2023
When Should You Invest?
“When should I invest?” That is one of the first questions I’m asked when I tell people I am a CFP® Professional. Of course, they are asking from an economic view hoping to maximize their return on investment. Unfortunately, I cannot give them a definitive answer because I’m not a fortune teller. I’ve often wondered…
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April 27th, 2023
Top Three Excuses People Use to Avoid Financial Planning
There are many excuses why people avoid financial planning. Some are very creative and way out there, but most are reasonable. A financial planner’s job is to help the client work around their excuses and prepare for their future. As much as I hate to admit it, part of a financial planner’s job includes selling. …
