Inspiring Women Recap

We had a great time at the Inspiring Women event this fall! We really appreciate spending time with women (and men) who value learning and are taking control of ​their future! Too many in our world just let life happen to them​. We always walk away from nights like that refreshed! The foundation of our events was…

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Creating a Strong Portfolio and Honoring Veterans

There are four basic investing terms that deal with the tactics of investing; active, passive, strategic and tactical. Let’s start with passive. In passive investing, the goal is to match the benchmark’s performance. For example, there are multiple S&P 500 index funds. These funds are investing to mirror the S&P 500 index; this is as…

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Behind the Mask of an Industry Giant

With Halloween, you have probably just say your fair share of masks and costumes. Some cute, some fun, some a little on the creepy side and some downright scary. We like to stay away from the scary, but we enjoy the cute and fun. In our family, we had Elvis and Pricilla (along with baby…

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Important Questions YOU Need Answered (part 1)

There is lots of talk out there about the market as always. Experts debating on what will happen and when will the market go up or down? Will the feds change rates? What will happen to the market if this or that happens… All that makes for good news and conversation, but it doesn’t address…

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Retirement Myth – Diversification Pixie Dust

Diversification means I have low risk, right? Diversification has become like pixie dust in the financial world. People hear that word and think everything is good because they are diversified, but that is not always the case. The thought is if your diversified than you will have a lower risk because you are not putting all…

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Retirement Myth – There is no magic number!

How Much Do I Need To Retire? This is the million-dollar question! Whether we are on the radio, presenting at a live event or meeting one on one with someone, this question often comes up. If you google this, you find 49 MILLION answers! The fact is, this, like many retirement questions, does not have…

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The US Dollar Hit a High – Time to Buy??

The U.S. dollar hit a near 3-year high this week. However, that doesn’t mean the economy is fixed and the stock markets will be rising to the occasion. In fact, if you recall a few months prior, President Trump repeatedly tweeted out against a strong dollar. August 9th – “As your President, one would think…

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Retirement Myths – Not Enough

We recently sat down with a couple for who called in desperation. She was almost in tears because her current advisor told her there was no way she could retire and she really didn’t think she could continue at her job much longer. Besides, she had other things she wanted to do, including taking care…

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