Blog

6 Wealth Management Tips: Trends and Strategies in 2022

Posted on April 15, 2022
According to recent reports, 20 percent of the income high net worth individuals earned in 2020 came from finance and investments. If you are a high net worth individual in retirement—or looking to retire, it’s more than possible to preserve and grow your wealth into the future. However, you have to adjust to the times and practice savvy […]

Market Drops & Historical Perspectives

Posted on April 05, 2022
Market Drops & Historical Perspectives It was September of 1939 and Germany invaded Poland. This was an incursion that would subsequently entangle virtually all of Europe, but would eventually involve Japan, Russia, the United States, and others all over the world. A 26-year-old man in Tennessee observed the terrible negativity of people around him and […]

What You Need to Know About Investing After Retirement

Posted on March 16, 2022
How much do you have saved for retirement? The average retirement savings for American households is $65,000, and with the pandemic, this number may be even lower, according to the Motley Fool. This same data shows that 40% of Americans are afraid they won’t be able to retire because of financial setbacks from the pandemic. Many retirees […]

Are You Rich? What Is Considered Wealthy in America

Posted on February 15, 2022
The United States is the richest country in the world., from a Gross Domestic Product (GDP) standpoint.  America’s economic output is nearly $21 trillion. The next closest country is China with a GDP of $14.72 trillion. The American Dream is a catchphrase that carries significance for so many residents. Thanks to economic freedom and opportunity, […]

Fear – A Great Sell Motivator, But Frequently Misleading

Posted on February 08, 2022
Fear – A Great Sell Leader, But Frequently Misleading  The most recent fear to visit the investment community is the Coronavirus. Unless you are living under a cactus in a remote desert, this is not news to you. This infection first appeared in December, and by the end of January hundreds of people across several […]

December and January Drop in the Market

Posted on February 02, 2022
The stock market doesn’t need a valid reason to fall into a correction.  Invariably, holders of stock, especially those who have not been investors, who may be new to investing, will ask their investment consultants and advisors what made this happen.  Market pundits typically do their best to comply and present some sort of reasonable […]

What is Wealth Management?

Posted on January 24, 2022
Being able to invest your money wisely is one of the biggest keys to financial success in our country. If you’re reading this, you probably already know how to make your money work for you and to grow your wealth. But now that you have a comfortable nest egg, how do you make sure it […]

Seven Tips for Successful Financial Planning

Posted on January 19, 2022
When the new year began, one of your resolutions may have been to get your finances in better shape. It can be easy to get caught up in daily expenses and find yourself living paycheck-to-paycheck each month. Not only is this stressful, but it makes it hard to make a plan for your future. Setting […]

The Fear and Opportunity of Shakeouts

Posted on May 01, 2021
We decided several years ago that when talking with prospective clients, we needed to broach a particular topic.  Simply put, it is this:  Our very best stocks have periods when they fall.  Whether you refer to this as a pullback, a correction, a dip, or a shakeout, it still means the same thing. They go […]
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