Intentional WealthGood morning, happy Monday, and welcome to May! “If prayer depends on how I pray, I’m sunk. But if the power of prayer depends on the One who hears the prayer, and if the One who hears the prayer is my Daddy, then I have hope.” – Max Lucado, author Every Monday morning my team […]
Good morning & happy Monday! “The nation ought to have a tax system which looks like someone designed it on purpose.” – William E Simon, 1927-2000, former US Secretary of the Treasury Unfortunately, I’m afraid our tax system oftentimes does not seem to be designed on purpose. But today I would like to discuss one […]
Good morning & happy Monday! “In this world, nothing is certain except death and taxes.” – Benjamin Franklin, 1789 Well, tax day is upon us! I know you’re excited!😉 I thought today might be an opportune time to discuss how the tax system in the United States works. I can sense your excitement with this […]
Good morning, happy Monday … I hope you had a wonderful Easter! “All intelligent investing is value investing. Acquiring more than you are paying for. You must value the business in order to value the stock.” Charles Munger, vice-chairman of Berkshire Hathaway (Warren Buffett describes Munger as his closest partner and right-hand man) I came […]
Good morning & happy Monday! “Sometimes you have to do things you don’t want to do. To get something better, you know?” – Miranda Kenneally, author I am part of a men’s Bible study group that meets at 6:15 on Thursday mornings. I faithfully attend this gathering every week and am honored to be a […]
Good morning & happy Monday! “We can do only what we think we can do. We can be only what we think we can be. We can have only what we think we can have. What we do, what we are, what we have, all depend upon what we think.” – Robert Collier, author (1885-1950) […]
Good morning & happy Monday! “Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well.” – Warren Buffett, legendary investor 1,092 days ago was a very important day. Monday, March 23, 2020 was that date […]
Good morning & happy Monday! “The bad news is time flies. The good news is you’re the pilot.” Michael Altshuler, author This morning I would like to provide 2 updates and 1 offer. Update # 1 – Tax forms are finally available for non-IRA accounts! Thank you so much for your patience as we were […]
Good morning & happy Monday! “A good portfolio is more than a long list of good stocks, and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of contingencies.” – Harry Markowitz, American economist I have addressed investment diversification in the past, but it is […]
Good morning & happy Monday! “The secret to happiness is freedom, and the secret to freedom is courage.” – Thucydides, Ancient Greek historian & general, 460-400BC Last Monday was my grandfather’s 90th birthday. He is in a memory care unit and unfortunately has lost most critical memory function. His memories are occasionally somewhat accurate, oftentimes […]