Balancing Saving for Retirement Versus Enjoying Today
Most people assume that financial planners are mostly focused on helping their clients save for the future and, thus, stress the importance of delaying immediate gratification for a secure tomorrow...
Is it Time to be Fearful?
As investment (and behavioral) managers we often talk about not letting emotions dictate our clients’ investment decisions. Emotions often lead investors to either ....
Grandma Built Her Fortune in the Market (to the tune of Grandma Got Run Over by a Reindeer)
Grandma built her fortune in the market, Explaining her success on Christmas eve, You can say there are quicker ways to riches, But as for me and Grandpa, we believe.....
Do You Need An Estate Plan?
A common question financial planners often hear is “do I need an estate plan?” The short answer is yes but putting together an estate plan is often a lot less involved than most people think.
It's a Most Wonderful Time to Invest by Nate Eads, CFP®
(to the tune of “It’s the Most Wonderful Time of the Year”) It's a most wonderful time to invest, Stock prices have fallen, Should I go all in, or continue to divest?
Closing Bells (to the tune of Jingle Bells)
Past year no major falls The market’s on the rise Despite the bears’ crash calls It reached 66 new highs Inflation, will it last? Only time will tell How hard it is to make...
Is Now the Time to Get Greedy? by Nate Eads, CFP®
I started my career in May of 1996, which puts me 25 years into a career that I had no plans for coming out of college. After graduating in December 1995, my “career” aspirations were to head out to the mountains of Colorado and make a living skiing with my good friend Mike.
White Christmas 2020
I’m dreaming of a white Christmas, just like the ones I used to know, where businesses are thriving, when customers start arriving, and the economy is back on track...
Who’s To Know, Who’s To Know, Who’s To Know?
Oh the weather outside is frightful But US stocks have been delightful Will the market continue to grow? Oh the weather outside is frightful...
Fall Financial To-Do List
Cooler weather, kids back in school, football, and every possible food item becoming pumpkin flavored: all signs that fall is upon us and we are closing in on the last quarter of the year.
Stick With Your Plan (To the tune of “Up on the Housetop”)
Tax reform enacted, to start the year January markets kicked to high gear February came and stocks quickly fell What to do now, should we buy or sell? Ho, Ho, Ho!
T’was the Night Before Christmas
T’was the night before Christmas, as I readied for bed, Events of the past year, running all through my head. It is amazing how fast the year has gone by, Like reindeer...
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Frosty the Saver
Frosty the Saver Was a humble happy man With a modest job And 401K and A written financial plan Frosty the Saver Lived well within his means His credit was...
The Grinch
Every Who down in Who-ville saved and invested a lot… But the Grinch, Who lived just north of Who-ville, did NOT! The Grinch hated saving! He preferred to spend...
T’was the Night Before Christmas (2011 Version)
Twas the night before Christmas, a time full of cheer As I started to reflect, on the events of past year It has been a bumpy ride, in the markets and news Bombarded...
