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...
top of page
Search
- 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...
- Jul 14, 2022
- 3 min
Trust Me, Trust is the Key
I pity investors. Especially those looking to start a new relationship with someone to advise them on their wealth. That’s tough. Any...
- Jul 7, 2022
- 3 min
How to Handle an Old 401(k)
If you are like many Americans, you probably have money parked in an old 401(k) plan. Perhaps you changed jobs and your 401(k) was left...
- Jun 30, 2022
- 3 min
Creating and Destroying Wealth
A capitalist system is a peculiar thing. No other economic system invented to date produces opportunities for creating as much wealth in...
- Jun 23, 2022
- 3 min
The Market Dropped – What to Do Now?
If you haven’t heard, the market is down. And when I say “market,” you can almost take your pick: stock market, bond market,...
- Jun 16, 2022
- 3 min
Breaking a Promise
In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....
- Jun 9, 2022
- 3 min
Investment Declines Hurt
Opening investment statements – or checking values online – is tremendously gratifying when markets are rising. When markets swing in the...
bottom of page