Financial
Financial Health and Wealth
Traditional definitions of financial wellness focus on the economic aspects of a person’s life. This focus points to possessing enough material wealth to withstand any reasonable economic shock and allow […]
5.5% Guaranteed?
As this magazine issue goes to publication, there is an interesting phenomenon going on with financial markets. In short, they are in a downward spiral and volatility is a certainty. […]
A Short-Term Blow
While losses in a 60/40 portfolio are not unusual, losses in stocks and bonds simultaneously are unusual (60% stocks, 40% bonds). Since 1928, with a track record of nearly 100 […]
People Want Certainty: Is Insurance Back?
With the recent volatility vin financial markets, there is a sudden rush to return to traditional—perhaps “safe”—investments. And it’s a good time to revisit your estate planning. Investment portfolios have […]
Investing Is Hard
Investing seems easy when markets rally and are generally calm. But markets don’t just move up or in a single direction. Markets gyrate and create new cycles—with each being different […]
Did You Do the Planning?
The past couple of years reminded us of what’s really important in our lives—like how we cherish the people closest to us, especially our families. I’ve learned a lot about […]
History of Bull & Bear Markets
Behavioral science tells us current events have a greater impact on our perception and decisions than the past. In 2022, investors are faced with extreme uncertainty given record inflation and […]
Why Your Term Life Insurance Policy Is Obsolete
Things change. You refinanced your home, changed credit cards, moved, and bought and leased cars. Now, things are moving at a pace that is unreal. When was the last time […]
Family Stewardship
James B. Stockdale stated in a speech in 1981 that from his horrific eight-year experience as a prisoner of war—extreme conditions of internment, torture, and endless, intense interrogations that he […]
Not Having Long-term Care Insurance Can Be the Single Biggest Devastator of Your Financial Plan
No one likes to think about needing help doing things, like dressing, bathing, eating…the kind of helpsomeone you know is likely needing and getting right now. Maybe it’s one of […]
Economic Power Source
Have you ever wondered who in Washington, DC, makes decisions that affect our daily financial lives? We know that Congress is actively passing legislation, known as fiscal policy, that directly […]
What’s Your Plan?
Most people spend a lifetime accumulating wealth through various means, whether it be real estate, investments, or closely owned businesses and even collectibles. They want to preserve, use wisely, and […]
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