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Monday Morning Motivation – Expectations

Are my expectations reasonable and aligned with what is most important in my life?

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One Man’s Junk is Another Man’s Treasure – Understanding Buyers and Sellers

Despite what the talking heads try to get you to believe, there are NEVER more “buyers than sellers” or more “sellers than buyers” in the market. Each trade MUST have both a buyer and a seller—and both must believe that they are getting a fair deal at the time of the transaction. Efficient markets are real. In contrast, the talking heads’ version is FAR from real!

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Monday Morning Motivation – Anxiety

Are you going to let anxiety have control of your mind, or would you prefer to take back control of your feelings?

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Prediction Season – Why the Pundits are Clueless

We have started the fourth quarter with a not-so-fun rollercoaster ride of stock prices. This has all of the pundits offering us their “wisdom” on what will happen next. News flash—they are all clueless! Read on to find out what you need to know.

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Monday Morning Motivation – Comparison

Will you choose gratitude or comparison this week?

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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.

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Monday Morning Motivation – Encouragement

How are you doing in providing encouragement to others?

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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.

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Monday Morning Motivation – Oblivious

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

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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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