Should You Take A Lump Sum Pension Distribution?
So you're faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you
How Families Can Calculate Retirement Income Wants Versus Needs
Perhaps the biggest fear of families is how they will "get paid" in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.
Monday Morning Motivation - Endurance
At the core, endurance comes down to your mental outlook on things. Where do you need to improve your endurance?
Quarterly Market Review – First Quarter 2024
Once per quarter, we roll up our sleeves & take a deeper dive into what's happened in the stock market—our quarterly market review (January- March 2024).
Monday Morning Motivation - Resilience
Are you using your mind to live a life of resilience?
Physics and the Stock Market
The media would have you believe that what goes up must come down. Are they right? Read on to find out more.
Boundaries in Life and Finance
Today the Fearless Advisor discusses how to set boundaries in life & finance—along with root causes for why you may be living boundaryless!
Understanding Emerging Markets
There's an amazing new world outside the US that can serve investors well. Read more here.
What is the Health of Your Wealth?
When was the last time you viewed your wealth in the same light as your health? Today we ask this: Is your wealth living up to its fullest potential?
Quarterly Market Review – Fourth Quarter 2023
Once per quarter, we roll up our sleeves & take a deeper dive into what's happened in the stock market—our quarterly market review (October- December 2023).
Down But Not Out- The 60/40 Portfolio
The recent bear market has many worried—but fear not. History is on our side. Read on to learn why!
10 Attributes of Great Financial Advisors
How does your current financial advisor measure up? Read on to learn what to look for!
A Guide to Smart Holiday Giving: The Financially Wise Way
Learn strategies from financial advisor Curt Stowers on making financially wise donations during the holiday season. Explore more insights here.
Factor-Based Investing – The Profitability Premium
Want to learn more about factor-based investing? Today we take on the profitability premium. Read on to find out more.
Factor-Based Investing – The Value Premium
Would you like to learn more about factor-based investing? Today we take on the value premium. Read on to find out more.
Factor-Based Investing – The Small Cap Premium
Want to learn more about factor-based investing? Today we take on the small cap premium. Read on to find out more.
Factor-Based Investing – The Equity Premium
Want to learn more about the factors in factor-based investing? Today we take on the equity premium. Click here to learn more.
Sinking your "FAANGs" Into Investing
Concentrating on too few stocks can bite you! Learn more here.
Monday Morning Motivation - Scribing
Are you taking time to scribe (journal) each day?
Inflation vs Volatility
Stay informed to make informed decisions and discover how market volatility is the real financial challenge. Learn more here.
Monday Morning Motivation - Reading
Are you taking time to read each day?
Identity Theft: Part I
Learn how to reduce the risk of identity theft and discover steps to take if your identity gets stolen. Read more here.
Curt Stowers featured on View From the Top Podcast: How To Achieve Freedom Using Your Own 10X Vision
In this podcast episode of View From The Top, Curt and the host deep-dive into the book, "10X is Easier than 2X," sharing insights on how to apply the 10X mindset in every area of life.
Taoism and Investing – Something from Nothing
In investing—as in life—sometimes the best path forward involves NOT moving for some period of time. Learn more here.
Monday Morning Motivation - Visualization
Are you taking time each day to visualize yourself becoming the person you describe in your affirmations?
Quarterly Market Review – Third Quarter 2023
Once per quarter, we roll up our sleeves & take a deeper dive into what's happened in the stock market—our quarterly market review (July - September 2023).
Monday Morning Motivation - Affirmations
What are your affirmations?
Cash Flow Planning When Approaching Retirement
Navigate retirement with confidence: understand cash flow planning and ensure financial security in your golden years. Learn more here.
Monday Morning Motivation - Silence
Don't you owe your mind a trip to the silence "day spa"?
Curt Stowers featured on View From the Top Podcast: 3 Problems That'll Stop You From 10X-ing Your Business
In this podcast episode of View From The Top, Curt and the host deep-dive into the book, "10X is Easier than 2X," sharing insights on how to apply the 10X mindset to your business.
Monday Morning Motivation - Value
Where do you provide unique value?
Monday Morning Motivation - Privilege
Have you taken the time to reflect on how privileged you and your family are?
Diversification: How Diversified Should My Investments Be?
Your portfolio doesn't have to be complex to be effective! Today, the Fearless Advisor demystifies diversification and explains just how diversified to be.
Monday Morning Motivation - Price
Are you getting the appropriate value out of the price you pay for your time?
Overcoming Fears: Will I Have Enough to Retire?
The fear of running out of money is common, but you can overcome it! Learn more here.
Monday Morning Motivation - Afford
Can you afford NOT to change?
Dipping My Toe Into the Crypto Market
Here's why I decided to buy Crypto – It's NOT what you think!
Monday Morning Motivation - Distracted
Can you spend this week only focusing on the task at hand and avoid the distraction of multi-tasking?
Maximizing the Tax Advantages of Business Ownership
Today the Fearless Advisor discusses maximizing the tax advantages of business ownership. See the video & transcript here.
Monday Morning Motivation - Capital
Are you investing time to enhance your personal capital just as you would invest money to enhance your business capital?
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