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...
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- 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...
- 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 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...
- 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...
- May 27, 2022
- 3 min
A 9.6% Guaranteed Return
What if I said I could offer you an investment with a guaranteed return of 9.6%? There’s no chance of loss. Would you be interested?...
- May 6, 2022
- 1 min
Worried About Double Taxation on Your Roth IRA?
Are you concerned the government may go back on its’ word and tax your Roth IRA? Watch this video to hear what Justin Lueger has to say...
- May 2, 2022
- 1 min
How the Secure Act 2.0 Can Affect the Majority of Retirement Savers
Do you have a workplace retirement plan? Do you have student loans? Give this video a watch and learn how the Secure Act 2.0 might affect...
- Apr 22, 2022
- 3 min
Are Big Changes Coming for Retirees? - Article
Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...
- Mar 27, 2022
- 3 min
Sit and Do Nothing
The trouble with investing is that what feels right is often wrong and what feels wrong is often right. It’s all backwards. Investing...
- Mar 6, 2022
- 3 min
The Spinsters Are Relentless
I feel sorry for people who don’t know a lot about investing. I don’t say that in a demeaning, holier-than-thou kind of way. Truly, I...
- Feb 20, 2022
- 3 min
When the Real Money Is Made
In my last column, I laid out a simple process for building wealth. It looks like this: 1. Make money. 2. Spend less than you...
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