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Monday Morning Motivation – Comparison

Will you choose gratitude or comparison this week?

Quarterly Market Review – Third Quarter 2018

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2018.

Monday Morning Motivation – Encouragement

How are you doing in providing encouragement to others?

Costs Matter – Understanding ALL of the Costs

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.

Monday Morning Motivation – Oblivious

Is there any area in your life where you are oblivious?

Don’t Worry Be Happy – Reframing the Investing Experience

Don’t worry be happy! Successful investors understand the importance of expectation vs. perception. Read this post to learn the truth about the way equities work over time—and how to keep yourself from making foolish decisions when we experience market corrections or bear markets.

Monday Morning Motivation – Repeat

What are you doing to avoid repeating your mistakes?

The Number Two Goal – Getting the Kids Through College

I speak with hundreds of people, and the number two question I get is “How will I pay for my kids’ college?” Read on to hear the answers I share—plus (a bonus!) 3 Key Questions every family needs to ask.

Monday Morning Motivation – Why

Would you be better off asking how versus why?

JOIN OUR MAILING LIST

Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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