Monday Morning Motivation - Faith
Is it time to renew your faith in something or someone?
Monday Morning Motivation - Vision
What is your vision?
How To Maximize Your Tax-Loss Harvest
You want to be strategic in handling asset-value declines. Tune in today to learn how to offset capital-gains taxes by maximizing your tax-loss harvest!
Monday Morning Motivation - Humor
Could you benefit from having more humor in your life?
Diversification - Investing in 12 Pictures
Building and implementing diversified portfolios has worked exceptionally well for disciplined investors. Read on to learn more!
Monday Morning Motivation - Adaptable
Are you underestimating the degree to which you are adaptable?
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!
Monday Morning Motivation - Momentum
Are you happy with the momentum in your life—or would you prefer to get connected with external forces that can help you get onto a better path?
Monday Morning Motivation - Extra-Miler
What is keeping you from being an extra-miler?
5 Things to Know About Taxes in Retirement
Are you retired—or planning to be? Today, I cover the 5 key things you need to know about your taxes!
Monday Morning Motivation - Believer
Why are you afraid to be a believer?
Quarterly Market Review – Third 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 July – September 2022.
Monday Morning Motivation - Optimistic
Do you need to be more optimistic in your way of thinking?
You Will Fail If You Succumb to Fear - Investing in 12 Pictures
Fear and greed are probably the two biggest obstacles that an investor needs to overcome! Read on to learn how.
Monday Morning Motivation - Obedient
In which of the 5 Fs (faith, friends, family, fitness, or finance) would you be best served by becoming a bit more obedient?
Monday Morning Motivation - Persistent
Do you have enough faith to be persistent?
Forecasts, Wishes, and Worries
We are drawn to all three for very different reasons: forecasts, wishes, and worries.
Monday Morning Motivation - Punctual
Could you do a better job of being more punctual?
Estate Planning for Business Owners
Business owners: Is your family, wealth, and legacy protected? Tune in to learn the 4 key areas your estate planning must cover!
Monday Morning Motivation - Organized
What is keeping you from being more organized?
There Will Be Ups and Downs Along The Way - Investing in 12 Pictures
This lesson is the one that most people have the most difficulty with—and "fail" too often. Read on to learn more!
Monday Morning Motivation - Generous
Are you being appropriately generous with your wealth, talent, and time?
Monday Morning Motivation - Sober
Would it be worth your while to contemplate how to become a more sober person?
Financial Planning for the Early Stage of Your Career
Today I share the 4 key financial steps for early-career professionals. Tune in and set yourself up for financial success!
GUIDE: How to Build Generational Wealth
Generational wealth guarantees financial wellness for the people that matter to you. In this guide, Financial Advisor Josh Duncan discusses how to build generational wealth.
Monday Morning Motivation - Self-Starter
Are you ready to become a self-starter NOW at this exact moment?
Monday Morning Motivation - Responsible
Where in life do you need to be a bit more responsible?
Over Time, You Will Learn New Things - Investing in 12 Pictures
Both knowledge and behavior play key roles in the investment process. Read on to learn more!
Monday Morning Motivation - Knowledgeable
Are you surrounding yourself with others who are more knowledgeable than you?
Monday Morning Motivation - Hardworking
Are you hardworking?
Quarterly Market Review – Second 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 April – June 2022.
Monday Morning Motivation - Educated
In what one area will you become more educated—by Dec. 31?
What Are the Three Big Distractions Keeping Me From Success?
Jesus cautioned us about 3 distractions: cares of the world, deceitfulness of riches, and desires for other things. Tune in to learn how to stay focused on true success!
Monday Morning Motivation - Resourceful
What's keeping you from learning new things and embracing the abundance mentality, so that you can earn the title of a resourceful individual?
Monday Morning Motivation - Patient
What would it really cost you to be a bit more patient?
It's NOT a Plan—It's a Process! (Investing in 12 Pictures)
Investing done right is part of a comprehensive, iterative, financial planning process. Read on to learn more!
Monday Morning Motivation - Loyal
Will you make the choice to remain loyal even when things seem beyond hope?
Monday Morning Motivation - Emotionally Intelligent
What are you doing to become more emotionally intelligent?
What do I do when a loved one passes away?
Today I cover the steps to take when a loved one passes away, including who to contact and how to obtain the legal documents you will need.
Monday Morning Motivation - Energetic
Are you going to choose to be energetic today?
Why Market Timing is NOT a Good Idea
With the market down, lots of folks are wondering about "timing." Read on to find out why this is NOT a good idea.
Monday Morning Motivation - Ambitious
Are you being ambitious enough in your life?
The Best Solutions Are Simple - Investing in 12 Pictures
Successful investors have a clear goal in mind, develop an elegantly simple strategy, and have the discipline to stay the course. Read on to learn more!
Monday Morning Motivation - Bold
Will you be bold enough to stand for what you believe in and put yourself at risk?
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