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Quarterly Market Review – Second Quarter 2015
With that in mind we publish a brief market update each quarter. Below you will find a link to the update for the second quarter of 2015.
Monday Morning Motivation – Privilege
Have you taken the time to reflect on how privileged you and your family are?
Monday Morning Motivation – Price
Are you getting the appropriate value out of the price you pay for your time?
Is Your Financial Advisor In Their Right Mind?
The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?
Monday Morning Motivation – Expectations
Are my expectations reasonable and aligned with what is most important in my life?
Ten Things You Might Not Know About Reverse Mortgages
In this article, we highlight ten things related to reverse mortgages or “HECMs”
Monday Morning Motivation – Distracted
(Sharing Resources to Help You Grow Personally, Professionally & Financially) Sometimes it helps to get a little dose of encouragement — along with a good cup of coffee! — to start the day. Hopefully the message below will help you get off to a good start for the week. Please feel free to forward the newsletter on to…