Intentional WealthGood morning & happy Monday! “Life is precarious, and life is precious. Don’t presume you will have it tomorrow, and don’t waste it today.” – John Piper, pastor / author In 2008 when I started my career at Northwestern Mutual, I remember being told a statement that most certainly resonated: “Your friends will become clients […]
Good morning & happy Monday! “Expectations always lead to frustrations. Expectations are the seeds, and frustration is the crop that sooner or later you will have to reap. It is your own doing.” – Rajneesh Osho, Indian philosopher, 1931-1990 Please allow me to share a funny personal story with you that I hope will provide […]
Good morning, happy Monday, happy Cyber Monday, and I hope you had a wonderful Thanksgiving! “By failing to prepare, you are preparing to fail.” – Benjamin Franklin As the holiday season is now in full swing, I would like to take this opportunity to drop a friendly reminder of a few year-end financial planning items. […]
Good morning, happy Monday, and happy Thanksgiving! “For I have learned to be content whatever the circumstances. I know what it is to be in need, and I know what it is to have plenty. I have learned the secret of being content in any and every situation, whether well fed or hungry, whether living […]
Good morning & happy Monday! “The intelligent investor is a realist who sells to the optimists and buys from the pessimists.” – Benjamin Graham, American economist & professor, 1894-1976 The intelligent investor is a realist who sells to the optimists and buys from the pessimists.” – Benjamin Graham, American economist & professor, 1894-1976 So, two […]
Good morning & happy Monday! “When growth is slower-than-expected stocks go down. When inflation is higher than expected, bonds go down. When inflation is lower-than-expected, bonds go up.” – Ray Dalio, billionaire investor & hedge fund manager As promised, this morning I’m going to jump into a discussion about bonds. I know you’ve had a […]
Good morning & happy Monday! “Risk comes from not knowing what you are doing.” – Warren Buffett I am fully aware that this investing world can be overwhelming, difficult to understand, and downright confusing. This morning I would like to go back to the basics of investing: what is a stock and what is a […]
Good morning and happy Monday! “There’s no such thing as a worry-free investment. The trick is to separate the valid worries from the idle worries, and then check the worries against the facts.” – Peter Lynch, legendary investor The stock market goes up, the stock market goes down. This has been the story since the […]
Good morning & happy Monday! “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” – George Bernard Shaw, Irish playwright & critic, 1856-1950 How do you feel things have gone this last 12 months? I don’t about you but I don’t think things FEEL any better today than […]
Good morning & happy Monday! “Your perspective will either become your prison or your passport.” – Steven Furtick, pastor So, I’ve got a funny story for you. Last month I went to the ophthalmologist and got an update on my prescription. With that updated prescription I purchased some new glasses from an online retailer I […]