A Periodic Reminder
Sometimes when things are too calm for too long, you start to get suspicious. Parents to younger children know this all too well.
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- Aug 16
- 2 min
Silver-Tongued Soothsayers
There are thousands of intelligent, articulate, and well-meaning citizens of this world. Many are tremendously convincing, too.
- Aug 2
- 3 min
It’s Easier Than You Think
Doing well as an investor isn’t hard. In fact, too often investors make it far harder than it needs to be.
Simple beats complex.
- Jul 19
- 3 min
A Common Investing Disease
Fear is always in the air, but there are occasionally epic outbreaks of this emotion when it comes to financial markets.
- Jun 28
- 3 min
Interest Rates Are High
But it’s fair and reasonable to say interest rates today are high. We have actual data to prove it.
- Oct 28, 2022
- 3 min
Well, It Happened
Financial markets go up. But they also go down, as we have been painfully reminded in 2022. Given what’s already occurred, I wanted to...
- Oct 11, 2022
- 2 min
The Art of Distraction
Have you ever watched a magic trick and were mesmerized by how the magician pulled it off? For example, a common trick by magicians is to...
- Sep 27, 2022
- 3 min
Brace Yourself
It’s that time again – time for account statements to roll out to investors. Two words: Brace yourself. The end of September is fast...
- Sep 13, 2022
- 2 min
It’s Always Uncertain
A couple of questions for you: When is the stock market going to recover? How high will interest rates go? When will inflation recede to...
- Sep 9, 2022
- 3 min
Using Wealth Ain’t Easy
A quick question for you: Would it be easier to spend money if you had plenty of it? It seems logical to think that would be the case....
- Aug 29, 2022
- 3 min
Investing Order of Operations
When investing, we often don’t think of an order of operations to maximize our investment dollars. But like math class – multiplication...
- Aug 26, 2022
- 2 min
Passive vs Active Investing
This recent market volatility has many investors wondering if now is a good time to change up their investments. It’s not easy to watch...
- Aug 18, 2022
- 3 min
Getting Real with Returns
Investing can be a fun enterprise when your investments are increasing in value. Like gambling wins, people love to talk about their...
- Aug 12, 2022
- 1 min
How to be Tax-Efficient When Taking Income In Retirement
Are you in retirement or wanting to retire soon? If so, this video is for you. In this video, we talk about how to be tax-efficient when...
- Aug 10, 2022
- 1 min
Scheduled Tax Rate Changes are Coming in 2026... Are You Being Proactive in Your Planning?
Did you know tax rates are scheduled to increase in 2026? That's right, in 2026 the income tax provision in the Tax Cuts and Jobs Act...
- Aug 5, 2022
- 1 min
Long-term Tax Planning with Invisor
Being a financial planner is about much more than just investments. Often times our conversations revolve around taxes, estate, social...
- Aug 5, 2022
- 3 min
Why the Stock Market Goes Up
It sure doesn’t feel like it in 2022, but the stock market in the United States generally goes up. On any given day, it’s virtually a...
- Aug 5, 2022
- 3 min
Stock and Land Investments
We are fortunate to live in an agricultural community. I truly think a connection to the land and an appreciation for how crops are...
- Jul 20, 2022
- 3 min
Keeping Perspective - Quarter 2 Market Update
Most of us know that the stock market will go through down periods. You may even recall events such as the dot-com bubble or The Great...
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