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Stock Market Predictions–Experts Don’t Know, Either

Watch this video on YouTube Rarely does a day go by without someone asking for my thoughts about the direction of the stock market. How long do I think the bull market will continue? When will a bear market start? Is now a good time to sell? Logically enough, people...

106 Things We Do For Clients, No. 76

No. 76 of 106 Things We Do For Clients Refer you to banking establishments for loan and trust alternatives. All banking establishments are not created equal. Not everyone specializes or has the best rates for every service. Some institutions have superior benefits and...

We’re All a Little Weird Around Money

Watch this video on YouTube “Everybody gets weird around money.” This was one of many great one-liners about money from my good friend and financial philosopher, the late Dick Wagner, CFP. Dr. Moira Somers, a psychologist from Winnipeg, Canada, agrees. In...

106 Things We Do For Clients, No. 75

No. 75 of 106 Things We Do For Clients Provide referrals to other professionals, such as accountants, attorneys, lenders, bookkeepers, coaches, insurance agents, long-term care providers, bank trust officers, and a host of others. It’s common that our clients need the...