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Quarterly Market Review – Fourth 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 October – December 2018.

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Financial Freedom Tips (VIDEO) – 2 Tips for Successful Goal Tracking

You’ve put effort and care into creating your goals. Now, In this 3-minute video, we’ll share two tips for keeping those goals on track. HINT: It’s all about 2 goal-supporting habits that will help keep you accountable.

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Monday Morning Motivation – Acknowledgment

Have you come to understand the power of acknowledgement?

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Monday Morning Motivation – Philosophy

Is your philosophy of life focused on helping others learn, grow and live a better life?

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Financial Freedom Tips (VIDEO) – 5 Keys to Creating Smart Goals

Here we share the 5 keys to creating S.M.A.R.T. goals. When your goals are specific, measurable, achievable, relevant, and time-bound, they propel you toward personal significance.

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Monday Morning Motivation – Instinct

Are you aware of where your instincts may be steering you wrong?

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Smoothing Out the Investment Road – Shock Absorbers for Your Portfolio

I grew up with a dad who sold shock absorbers for a living, so I feel qualified to comment on their use in protecting your investment portfolio. Check out this post if you would like to smooth out the ride for your investments.

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Monday Morning Motivation – Confidence

Are you able to remain both confident and humble?

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Financial Freedom Tips (VIDEO) – 3 Steps to Accomplish Any Goal

Setting a goal is the easy part. How do you accomplish it? In this 4-minute video, we’ll cover 3 steps that will support you in accomplishing any goal—and get set on the path to personal significance.

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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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