Intentional WealthGood morning & happy Monday! “The internet is becoming the town square for the global village of tomorrow. “ Bill Gates I am excited to announce that our Intentional Wealth website is live. When you get an opportunity, I would welcome you to check out www.intentional-wealth.com. In addition to info about our practice, our team, […]
Good morning & happy Monday! “You have enemies? Good. That means you’ve stood up for something, sometime in your life.” Winston Churchill As investors we all have enemies. Some are easy to identify, some are not. A few easy enemies to identify are market drops, taxes, and inflation. But what is an investors’ #1 […]
“Those who expect to reap the blessings of freedom must, like men, undergo the fatigues of supporting it.” Thomas Paine, 1777 I read that quote from Thomas Paine, one of the Founding Fathers of the United States, on a recent visit to Yorktown, Virginia. Paine wrote those words the year after the Declaration of Independence […]
“Anybody who plays the stock market not as an insider is like a man buying cows in the moonlight.” Daniel Drew, 1797-1879, American businessman “Investing in the stock market it like gambling.” I have heard some version of this statement my entire career. Is there any truth to this comparison? Is investing like buying cows […]
Good morning & happy Monday! Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it. Albert Einstein I start today’s memo with the same quote as I did last week, because today we discuss the other side of the compound interest coin … […]
Good morning & happy Monday! “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” Albert Einstein Let’s talk about compound interest … one of my favorite topics in the world of finance! Simply put, compound interest is the idea that your growth […]
Good morning & happy Monday! “Love is patient, love is kind. It does not envy, it does not boast, it is not proud. It does not dishonor others, it is not self-seeking, it is not easily angered, it keeps no record of wrongs. Love does not delight in evil but rejoices with the truth. It […]
Good morning, happy Monday, and happy Memorial Day! May 5, 1866, at the conclusion of the Civil War, Waterloo, NY closed their businesses & shops so that people of that town could decorate the graves of the fallen in their community … this morphed through the years to become known as Memorial Day. The Civil […]
Good morning & happy Monday! In looking at the weather forecast this week ahead I think we can certainly say that summer is here. I was thinking about forecasting and predictions and how sometimes they are not super helpful or accurate. On top of that they can so often times be misunderstood. For example, let’s […]
Good morning & happy Monday! I am so honored that you have expressed interest in continuing this journey with my team and I as we start Intentional Wealth. After nearly 23 years in financial services and the last almost 13 years with Northwestern Mutual, last week I officially launched Intentional Wealth as an independent financial […]