Newsletters




Thanksgiving Is More Than Just … (November 2018)

A mentor, Ken Blanchard, once challenged me with this question, “What if you only had tomorrow the things for which you give thanks for today?” If that were the case, …
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Get “Downside Protection” to Avoid Being “Spooked” by the Stock Market (October 2018)

With October 31st soon approaching, we thought a Halloween-themed title for our newsletter would be appropriate. In case you have been “dead” and not following the U.S. financial markets recently, …
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The Tenth Annual Inspiration Awards™ Was Our Best Yet! (September 2018)

Were you able to attend the Tenth Annual Lasting Legacy & Inspiration Awards™ on September 20th? I hope so, because it was the best one yet. The primary reason why we …
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One of the Best Ways to Cut Your Tax Bill in 2018 and Beyond You Have Never Heard Of! (August 2018)

A co-owner of a beverage company, “Olivia,” recently sought my help in finding a way to reduce her taxes. In the past two years, her company had become very profitable …
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The Least Understood Aspect of the New Tax Act and Why It Matters! (July 2018)

Much has been made of the new 20% tax deduction for S corporations and limited liability companies (LLCs) in the Tax Cuts and Jobs Act of 2017. The 21% tax …
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Does Your Investment Portfolio Have Shock Absorbers? (June 2018)

Did you know 2017 was the calmest year for the financial markets in more than five decades?  But times have certainly changed.  Through June 25, 2018, the S&P 500 Index …
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I Wish I Had Known About This For My Own Mom (May 2018)

I adored my mom.  She was blind in one eye–was the soprano soloist in our church and community choir–a terrific mom and cheerleader–and died of a horrible disease I had …
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Just When You Thought It Was Safe To Get Back Into The Water! (April 2018)

Last year, U.S. stocks marched steadily higher with only minor pullbacks along the way.  When the year ended, the largest “peak to trough” decline (from the highest level to the …
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Do You Have The $400? (March 2018)

According to a May 25, 2016 Washington Post article, 46% of Americans said they did not have enough cash to cover a $400 emergency expense.  Instead, they would have to …
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