Good morning, merry Christmas, happy New Year, and of course … happy Monday! 😊 I hope you had a wonderful, joyous Christmas! “Expecting the world to treat you fairly just because you’re a good person is a little like expecting the bull not to charge you because you’re a vegetarian.” Dennis Wholey, TV host* I […]
Category: Uncategorized
December 19, 2022
Good morning, happy Monday, and merry Christmas! “Today in the town of David a Savior has been born to you; he is the Messiah, the Lord.” angles announcing the birth of Jesus in Luke 2:11 This year at my church’s Christmas festival I had the privilege to be the actor who portrayed a shepherd in […]
December 12, 2022
Good morning & happy Monday! Your mission, your purpose and destiny will all be tied to one thing … YOUR GIFT. Steve Harvey Today’s memo comes with an exciting and yet very emotional announcement, one that I have undoubtedly mixed emotions about. After working together for over 9 years, Monique Mathews will be leaving Intentional […]
December 5, 2022
Good morning & happy Monday! Optimism often sounds like a sales pitch, pessimism sounds like someone trying to help you. Morgan Housel, author As we enter the last month of a very challenging year, I want to say a huge thank you! Thank you for trusting us as your financial planning team. Thank you […]
November 28, 2022
Good morning & happy Monday! I hope you had a wonderful Thanksgiving! You can get everything money will buy without a lick of character, but you can’t get any of the things money won’t buy: happiness, joy, peace of mind, winning, relationships, etc., without character. Zig Ziglar, author & motivational speaker, 1926-2012 With the Christmas […]
November 21, 2022
Good morning, happy Monday & happy Thanksgiving! Rejoice always, pray continually, give thanks in all circumstances. 1 Thessalonians 5:16-18 This summer I had a chance to visit New England and one of the spots we checked out was Plymouth, Massachusetts, the landing sight of the pilgrims in 1620. 102 passengers boarded the Mayflower for a […]
November 14, 2022
Good morning & happy Monday! Without continual growth and progress, such words as improvement, achievement, and success have no meaning. Benjamin Franklin As we are in the planning process for the year ahead, I would like to humbly ask you 2 questions: Please know that I ask these questions for one reason only: to serve […]
November 7, 2022
Good morning & happy Monday! “Fear is the foundation of most governments.” John Adams, one of the founding fathers I’m not sure if you have noticed it, but there is an election tomorrow. 😉 The good news is that the non-stop commercials, robo calls, and mailings will stop, thank goodness. I follow politics fairly closely […]
October 31, 2022
Good morning, happy Monday & happy Halloween! There is 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, American investor & mutual fund manager With today being Halloween, I’ll keep my comments brief, or at […]
October 24, 2022
Good morning & happy Monday! The real key to making money in stocks is not to get scared out of them. Peter Lynch As I promised last week, today I will talk about the Fed (I can tell you are excited 😉). It is the Fed that is causing the majority of the heartburn in […]
