Monday Morning Motivation - Potential
Are you achieving your potential?
Monday Morning Motivation - Regrets
Are you holding onto regrets?
Monday Morning Motivation - Routine
Are you willing to change your routine?
What is Financial Freedom?
Our firm's mission is to "inspire and equip our clients to enjoy a life of significance and financial freedom," and today I share what financial freedom really is.
Monday Morning Motivation - Assent
What do you assent to in your life?
It's Not About Returns!
Investing is NOT about the returns you get. Read on to find out more.
Monday Morning Motivation - Preparation
Are you focused enough on preparation?
Monday Morning Motivation - Repulse
What are you repulsed by, and what are you doing about it?
Monday Morning Motivation - Yearn
What does your heart yearn for?
Monday Morning Motivation - Refuse
What will you refuse to do?
Quarterly Market Review – Fourth Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what's happened in the stock market. Take a look at the attached presentation if you'd like to view the recap for Oct. – Dec. 2020. (Includes the 2020 Annual Review!)
Monday Morning Motivation - Choice
What will drive your choices as we go forward in this next year?
Monday Morning Motivation - Reform
What do you need to reform in your life?
Investing with Faith over Fear
As 2020 has closed, I hear many people discussing their hope in the new year. We all have choices! What would it look like to invest with faith over fear?
Monday Morning Motivation - Release
What do you need to release in your life?
"Where Did That Mutual Fund Go?"
Active management has yet another dirty little secret. Read on to find out what it is.
Monday Morning Motivation - Renew
What do you need to renew in your life?
Monday Morning Motivation - Present
Are you making time to be truly present?
A Fool's Game – Market Timing
I continually bang the drum of NOT attempting to time the market. Here's why.
Monday Morning Motivation - Discover
What do you need to discover?
How Do I Reduce My Medicare Premiums if My Income Changes?
How is your Medicare B premium set? And how can you lower your Medicare premium if your income declines in retirement? Today the Fearless Advisor explains all!
Monday Morning Motivation - Moderation
Are you practicing moderation in your life?
Monday Morning Motivation - Compounding
Do you have the discipline to capture the benefits of compounding?
Monday Morning Motivation - Justice
Are you pursuing justice for all?
Monday Morning Motivation - Reverence
For what do you have reverence?
Monday Morning Motivation - Resist
What do you resist in your life?
Monday Morning Motivation - Persist
Are you able to persist when things get challenging?
Should You Get Out of the Stock Market?
Today the Fearless Advisor challenges you to think through what is driving the media messages to get out of the stock market.
Monday Morning Motivation - Will
How do you exercise your will?
Quarterly Market Review – Third Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what's happened in the stock market. Take a look at the attached presentation if you'd like to view the recap for July – September 2020.
Monday Morning Motivation - Perceptions
Are your perceptions accurate?
Open Enrollment for Health Insurance Benefits
Today the Fearless Advisor discusses the common health insurance benefits you may see during this open enrollment season.
Monday Morning Motivation - Action
Are you a person of action?
Follow the Rising Stock—OR DON'T!
Investing in the big companies is all the rage. Take a look at how this has turned out over time.
How to Add and Subtract Stocks from Your Investment Portfolio
Today the Fearless Advisor explains how to add and subtract a stock from your portfolio—and how F5 Financial recommends letting that stock best work for you!
Presidential Election - How To Prepare Your Portfolio
The Fearless Advisor shares how to prepare your portfolio for potentially turbulent times. The good news: With a plan, nothing to fear!
Finance – Recessions and Fear
The economy is slowing down, and the "R" word is starting to pop up. How bad can things get? Let's take a look and see.
Your Abundance vs. Scarcity Mindset
The abundance mindset turns scarcity on its head! It's being at peace with who you are, seeing value in others' accomplishments, and giving generously. Read on to learn how you can change your own mindset.
Why Stocks Don't Matter
Well stocks DO matter in investing, but not as much as other things. Read on to better understand.
Thoughts on Paying Off Your Mortgage
I don't know anyone who regrets paying off their mortgage. Let's go through the 4 stages of doing so . . .
All About Long-Term Care Insurance
Today I compare traditional vs. hybrid long-term care insurance policies. Learn about the probability and costs, as well as what each policy type covers.
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