Monday Morning Motivation - Anchor
Are you anchored to and by the right things?
Quarterly Market Review – Second 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 (April - June 2023).
Monday Morning Motivation - Zone
Do you think there is much chance of making a significant breakthrough in your life if you spend all of it in your comfort zone?
Monday Morning Motivation - Someday
Why can't today be someday?
Are Stocks Risky?
Are stocks risky investments? Short-term fluctuations are normal, but is there a risk of capital loss? Read on to learn more about your nest egg's security!
Monday Morning Motivation - Tolerate
What do you deserve and what are you tolerating?
Money and Spirituality
In my opinion, money is one of God's greatest gifts. Read on to find out more.
Monday Morning Motivation - Sustainable
Are you living your life in a sustainable manner?
Should My Aging Parents Put Their House in My Name?
Helping older parents with financial decisions? Today we review the financial (legal, tax, Medicaid) outcomes of putting your parents' house in your name.
Monday Morning Motivation - Scale
What vision do you have that you would like to see scale?
Monday Morning Motivation - Scared
Is it worth your time to go through life being scared?
Planning Your Finances When You're in the Sandwich Generation
Today the Fearless Advisor discusses planning your finances when you're in the sandwich generation. See the video & transcript here.
Monday Morning Motivation - Become
Are you thinking about who you are becoming as you go through the daily routine of pursuing your goals?
Copy of Medicare 6 Months Before You Turn 65
There are many things to know about Medicare in the 6 months before you turn 65. Read here to learn more!
Monday Morning Motivation - Gratitude
Do you think that your day would be a bit more fulfilling if you found the time to reflect and give thanks for those gifts that you have received in your life?
Monday Morning Motivation - Reflect
Can you take the first five minutes of each day to reflect on the positive events of yesterday?
What to Consider When Launching a Small Business
Today the Fearless Advisor discusses what to consider when launching a small business. See the video & transcript here.
Monday Morning Motivation - Naïve
Wouldn't you rather be intentionally naïve than intentionally cynical?
Hoops vs. Investing – Learning From The NCAA Tournament
What can we learn about investing from the NCAA Tournament? Read here to learn more!
Monday Morning Motivation - Ritual
What's your daily ritual look like?
Quarterly Market Review – First Quarter 2023
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 January – March 2023.
Monday Morning Motivation - Rest
Don't you think you would be a bit more effective AND happy if you planned ahead for some time to rest?
Monday Morning Motivation - Success
Does your current path REALLY lead you to where you want to go, and do you have the conviction to stay on that path for the next twenty years?
Benchmarking Your Business for Growth
Today the Fearless Advisor discusses how to benchmark your business for growth. See the video & transcript here.
Monday Morning Motivation - Resign
What activity in your life should you resign from so that you might be able to spend more time focusing on those activities that are more important?
529 Plans: The Pros & Cons of Grandparent vs Parent-Owned Accounts
Should parents or grandparents be the owners of a 529 account? Read more here to find out.
Monday Morning Motivation - Important
Will you spend your time on the most important things today?
Tax Returns – DIY or Hire Help?
Today the Fearless Advisor discusses whether you should do your taxes yourself or hire help. See the video & transcript here.
Between You And The Big Mistake - Investing in 12 Pictures
I have two theories on why investors using advisors outperform those that do not use advisors...
Monday Morning Motivation - Giving
How do you feel when you are more giving?
What are successful investment behaviors?
Be strategic in handling your finances. Tune in to learn about successful investment behaviors!
Monday Morning Motivation - Assertive
Are you willing to be assertive with your opinions and convictions?
How Much Impact Does the President Have on Stocks?
So Just How Important is the President to the Stock Market? Read more to find out.
Monday Morning Motivation - Teachable
Would you be better off if you focused on being a bit more teachable?
It Is Not About the Money – Investing in 12 Pictures
Is investing in I Bonds for you? Read more here to find out.
Monday Morning Motivation - Caring
How would your life be changed if you focused on becoming more caring?
Take the Bite out of Inflation with I Bonds!
Is investing in I Bonds for you? Read more here to find out.
Monday Morning Motivation - Kind
How could you be kind to a friend, a family member or a co-worker this week?
Inflation: What Does it Mean for Your Pocketbook?
Be strategic in handling your finances. Tune in to learn how inflation can affect you!
Monday Morning Motivation - Passionate
Are you passionate enough in your life?
Quarterly Market Review – Fourth Quarter 2022
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 October – December 2022.
Monday Morning Motivation - Unselfish
What can you do today to better put the needs of others in front of your own?
Most Investors Out-Think Themselves - Investing in 12 Pictures
The difference between investment and investor return is almost entirely attributable to the behavior—mostly wrong!—of average investors.
Monday Morning Motivation - Determined
What are you determined to do today? This week? This month? This year? This life?
Monday Morning Motivation - Thoughtful
What is keeping you from being more thoughtful?
Monday Morning Motivation - Gentle
Are you being gentle enough?
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