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Monday Morning Motivation – Purpose

It’s Not About Returns!

Investing is NOT about the returns you get. Read on to find out more.

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Monday Morning Motivation – Preparation

Are you focused enough on preparation?

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Monday Morning Motivation – Repulse

What are you repulsed by, and what are you doing about it?

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When Will the Game Stop?

Understand what’s going on with GameStop—what happened & why. Read on for a clear explanation of all the moving parts (hedge funds, shorts & the short squeeze)!

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Monday Morning Motivation – Yearn

What does your heart yearn for?

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Know your ABC’s (and D) of Medicare!

Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.

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Monday Morning Motivation – Refuse

Quarterly Market Review – Fourth Quarter 2020

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 Oct. – Dec. 2020. (Includes the 2020 Annual Review!)

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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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