December 9, 2021
Better, Richer, Fuller®
Our team strives to make our clients' lives Better, Richer, Fuller®. We do that by using our Your Financial House® process to help us fully understand the dreams and...
Insights
December 8, 2021
Year-End Deadlines
With the end of the year quickly approaching, there are several important deadlines and considerations that you should be aware of. In this educational episode, Keri Fish, Chief...
December 8, 2021
Inflation Grinch
Jolly Markets After most equity indexes traded back in the month of November, we are hopeful that December will be a jollier month for equities. December is historically a...
November 29, 2021
Emotional Markets
Market Pullback We want to address the market pullback that happened this past Friday. It was one of the worst days for the market this year and it was...
November 24, 2021
Let’s Talk Turkey
In this educational episode, Trey Booth goes over the Thanksgiving Index data and tells us what the price of a Thanksgiving meal costs this year compared to last year....
November 22, 2021
Carving The Market Turkey
Tax Rates Last week, the House passed the Build Back Better plan for President Biden which will now go to the Senate. What was helpful, is that our research...
November 18, 2021
Investment Objective and Time Horizon
What is does investment objective and time horizon mean and how does it relate to your portfolio and Financial Blueprint? Adam Vansant answers these questions in this week’s educational...
November 15, 2021
Insightful Holiday Conversations
The Price of Oil Last week, the University of Michigan produced their consumer sentiment, which hit a crisis low. You can see in the chart shown in the video...
November 11, 2021
Price Inflation of New Cars
The average price of a new vehicle has spiked about 25% since the start of the pandemic. Watch or listen to this week's episode where Bobby Norman goes over...
November 8, 2021
Hyped-up Emotion
Fed Tapering Last week was a big week for economic news. The Fed had a meeting to discuss tapering on bond purchases and the jobs data came out. We've...