The Underdog Imagine hearing a news story from about 100 years ago involving a business owner who is well-liked in his community, a bit stubborn but a very determined person who comes from a smaller city such as Memphis. We then find out that this well-liked owner ends up traveling to New York City with …
Hello once again, my friends, and welcome to the third of six installments in this guest blog series titled The Power of Planning. Here are the links to the last two articles, “The Power of Planning Series: Step One – Strong Foundations” and “The Power of Planning Series: Step Two – Working the Plan.” We …
The Power of Planning Series: Step Three – Locking it Down Read More »
Hello once again, my friends, and welcome to the second of six installments in this guest blog series titled The Power of Planning. Here is the link to the last article, “The Power of Planning Series: Step One – Strong Foundations”. In that article, we discussed setting a solid foundation for your financial plan: how …
The Power of Planning Series: Step Two – Working the Plan Read More »
Times have changed as they always do. What was true for those of my generation may or may not be true for those that follow. The generational gaps that we are seeing today seem to be much more pronounced than ever before in our nation’s history. Whether it’s due to a shift in popular thinking …
The Power of Planning Series: Step One – Strong Foundations Read More »
As a continued theme in this blog, an important question to ask yourself in today’s market environment is – do you know what you own? Over the last several years, investors have been moving more money from actively managed mutual funds into index funds with the understanding that having a diversified portfolio of securities with …
Being Invested In The Top 5 Stocks May Not Be As Good As It Sounds Read More »
My family has a long history with insurance. My dad sold insurance for Prudential for over 30 years back when a family’s agent would come to their house to collect premiums and they would sit and talk about the things of life. His clients were his friends or soon-to-be friends, neighbors and family. He taught …