Category: Investment Planning
Posted on December 10, 2021
Breath is Life. Life is Breath.
At some point, we have all been admonished to ‘take a breath’. As we rush from one commitment to the next, often our breath is the first to go–at least the deep, cleansing, stress-releasing breath our bodies really… Read More
Posted on November 9, 2021
The World in 2030: 10 Predictions for Long-Term Investors
Do you ever wonder how rapid advancements in science and technology could change our lives, economy and the way we invest in the relatively near future? Some of the sharpest minds in the world of investing attempt to… Read More
Posted on November 9, 2021
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
As Congress continues to debate a reduction in the estate and gift tax exemption–slated to rise to $12.06 million in 2022–now may be a perfect time to consider some lifetime gifts. Many people plan for bequests at the… Read More
Posted on November 9, 2021
Living with Abundance
We all want to be successful. As a result, many of us have cultivated a highly competitive nature. Can being too competitive ever be detrimental? Our guest contributor says the answer is “yes.” He contends that being highly… Read More
Posted on December 3, 2020
What can our Wealth Management Portal do for you?
“For every minute spent organizing, an hour is earned.” -Benjamin Franklin First, the portal allows you to aggregate all of your assets and have account values updated in real time. You will be able to access a complete… Read More
Posted on November 16, 2020
‘Tis the Season…
“We make a living by what we get, but we make a life by what we give.” -Winston Churchill As we approach this time of Thanksgiving, many of us have a desire to open our hearts and our… Read More
Posted on June 12, 2020
Real Estate Investing
“Don’t wait to buy real estate. Buy real estate and wait.” -Will Rogers- For most of us, our only real estate investment is the house we currently occupy. In the past, unless we were committed to being a… Read More
Posted on February 12, 2020
Why Investment Policy Statements Matter
“In many spheres of human endeavor, from science to business to education to economic policy, good decisions depend on good measurement.” -Ben Bernanke- Successful investing, like virtually every endeavor, is grounded in a plan. The plan should clearly… Read More
Posted on January 1, 2020
Global Investing
“Globalization is the process by which markets integrate worldwide.” -Michael Spence- Today, many investors in the United States are investing globally by default. Many of our largest, blue-child companies are multinationals that have a significant presence around the… Read More
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Posted on December 2, 2021
US Debt-Ceiling Debate Heats Up Again
by C. Todd Fry, CIMA(R), CFS
Raising the National Debt ceiling may seem routine, however, increasing political bias in both parties has made the process anything but simple. Arguments over which party has contributed more to the deficit, through tax cuts or entitlement packages,… Read More
Category: Investment Planning, Market Commentary