What’s on our mind? You can read about it in our blog. Whether it’s current events happening in the office, ideas from the industry, or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Tuesday, September 13, 2022
A very common answer we get to the question "Do you have an estate plan?" is, "I have a Will". Most people are under the impression that a Will efficiently directs how to distribute their assets at their death. The problem...
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Tuesday, June 7, 2022
It's common when the market goes down for some investors to feel that they should've "gotten out" ahead of the downturn. That somehow, they could've avoided this and that they (or their advisor) should've seen it coming...
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Monday, May 9, 2022
The stock market suffered a sharp decline last Thursday after the Fed announced it's second interest rate increase this year of .5%. The Dow and S&P 500 both dropped over 3% and the NASDAQ fell 5% the next day as fearful...
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Friday, April 8, 2022
Imagine you’re an elite athlete. Maybe it’s March Madness, it’s the championship game, and you’re about to shoot what could be the game-winning free throw. The crowd is screaming in your ears. Opposing fans are...
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Thursday, January 27, 2022
If you’ve been paying attention to the news, you know the markets have endured a topsy-turvy month of January. As a result, the S&P 500 and Dow Jones are both on the verge of what analysts call a market correction.1 (Something...
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Wednesday, May 19, 2021
Hello everyone! As we are continuing to brainstorm new ways to get more involved with our clients, we have discovered that webinars are a great way for people to stay updated on current market trends, where the economy is at, and how...
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Wednesday, September 9, 2020
Last month, election season was officially kicked off with the Republican and Democratic National Conventions. With less than two months to go, it's obvious to see the intense polarization in politics right now, complicated by Covid-19...
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Friday, May 15, 2020
When we are in them – bear markets, that is – the anxiety is so high. While by some measurements the recent bear market we experienced is technically over, many people are still anxious that it could return. And this time...
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Monday, April 27, 2020
How can something cost less than $0? That’s the question many people have been asking in the past week. It all started on Monday, April 20, when headlines like this dominated the news: "U.S. Oil Prices Fall Below Zero For the...
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Wednesday, April 22, 2020
As you probably know, the markets have enjoyed a stellar April. After hitting a low of 18,591 on March 231, the Dow has climbed over 25% since then. (As of this writing, the Dow sits at 23,650.2) Technically, that means the...
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Friday, April 17, 2020
Wondering what provisions of the CARES Act apply directly to you? Check out this infographic for quick reference.
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Thursday, April 2, 2020
Breaking down the CARES Act As you know, the coronavirus pandemic has created both a health crisis and an economic crisis. As of this writing, there are over 160,000 known cases.1 By the time you read this, there will certainly be more...
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Friday, March 27, 2020
As you know, the coronavirus pandemic is not only a health crisis. It’s also causing an economic crisis. That’s why, over the last month or so, many of my clients, friends, and family have asked me what investors should be...
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Monday, March 16, 2020
Yesterday, as I watched church via livestream online, our pastor talked about drawing strength and peace from God's Word and that we should encourage one another. In light of that, here are some passages I've been focusing on that I'd...
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Friday, March 13, 2020
We know when there is global panic, it can't help to spill over into the families here in our community. We know lots of people are concerned. While we haven’t had a bunch of calls into our office (we are proactively dialing out...
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Friday, February 28, 2020
It started in China, then spread to South Korea and Japan. Cruise ships have carried it; tourists have transported it. Now it’s in Italy and Iran, Thailand and Taiwan, and more countries besides. It has infected almost 80,000...
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Thursday, June 27, 2019
On Monday, June 17th, I received a call from Tom Roper with Roper & Sons Funeral Home in Lincoln. Tom said that a 91 year old veteran named Dale Quick had passed away with no known relatives. He asked if I would help by contacting the...
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