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3 Unique Traits Shared by Our Best Client Relationships
“Few if any of us have the courage to change from a finite mindset to a more infinite one alone. We must find others who share our sense of responsibility, who share our beliefs that it is time to change and who share our desire to work together to do it.” Courage. Responsibility. A shared […] -
How to Invest in a Crisis from Warren Buffett
“Perhaps with a bias, I don’t believe anyone knows what the market is going to do tomorrow, next week, next month, next year. I know America’s going to move forward over time, but I don’t know for sure and we learned this on Sept. 10, 2001. And we learned it a few months ago in […] -
When Retirement Comes Early
Do you have a date set for when you will retire? Maybe it’s the day you turn 65, or maybe when you are eligible for your full Social Security benefit. Whether it is imminent or still a few years off, you have probably thought hard about how to prepare your family and your finances for […] -
Legislative Response: The CARES Act
The medical response to COVID-19 is underway. Social distancing is the order of the day. Congress and the Fed have weighed in. Now, your professionals get to work. Among those professionals, the accountants, financial advisors, and attorneys are leaping into action to help small businesses and families. I have received e-mails and outreach from the […] -
Gaining Perspective in a Financial Crisis
“The three stages of a bull market: the first stage, when only a few unusually perceptive people believe things will get better, the second stage, when most investors realize that improvement is actually taking place, and the third stage, when everyone concludes things will get better forever.” The entire market cycle, in three months. Those feelings […] -
Emerging From a Financial Crisis with No Regrets
We all feel caught off guard. The financial professional, the Do-It-Yourself investor, and the 401(k) participant three years from retiring. You might feel like only a few weeks ago you “coulda, woulda, shoulda” done something different with your investments. There is never enough safety when fear takes hold. If we had 10% in stocks a […] -
How To Become a No-Conscience Investor
I watched a lot of high school basketball as a kid. On Friday nights and Sunday afternoons, my father would take me to gyms throughout Baltimore to watch up-and-coming players. In one game, I remember seeing a point guard miss his first dozen shots before taking over and scoring 20 points. My father’s comment was: “He has […] -
Why Writing is The Most Valuable Professional Habit of an Advisor
“I only write when inspiration strikes. Fortunately, it strikes at nine every morning.” -William Faulkner It is the one-year anniversary of my commitment to the most valuable professional habit benefitting clients: Writing. It took 15 years to figure out, but consistently writing and sharing may be the most important thing I do for our clients, […] -
Do safe stocks exist? Evaluating Value and Growth
If you owned stocks or a stock mutual fund last year, you are probably pretty happy with the results, but you may also be breathing a sigh of relief. If you are anything like the many we have spoken with over the last 18 months, there is a sense that this market has been and […] -
Looking Ahead: SECURE Act Update
The closing weeks of 2019 gave us plenty to celebrate and plan for as investors. In contrast to 2018, where it was nearly impossible to find growth in stocks, bonds, or any asset for that matter, 2019 provided plenty of opportunity for returns. There was volatility in the mix, however, as trade talks, domestic politics, and […]
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