financial planning Archives

15 Nov

Needle in the Haystack

By Jessie Lamp
In Blog

Needle in the Haystack Pop quiz! Question 1: Do stocks outperform one-month US Treasury Bills? Question 2: Are individual stocks likely to outperform one-month US Treasury Bills? You might say, Craig, those two questions are asking the same thing! And

23 Jan

Emotion vs. Systematic…The battle of our nation!

Who will win in your life? Will you become a statistic that the majority of people in the richest country in the world retire with less than $50,000 in the bank? Success…… is that created from emotion. When we are emotional

09 Jan

Will this be the beginning or the end?

It is interesting where you learn something. I was sitting in a meeting, bored, tired and only half listening when the speaker said how the word ought is the most useless word in the English language. That got my mind

14 Apr

Next steps

By Marlene Large
In Blog, Financial Planning

Thank you for attending our virtual Seminar! To further your education while building your portfolio we recommend exploring these resources. – Sign up for our Monthly Coaching Call – Read our latest Blog posts – Visit our Channel – Buy

11 Feb

I Wanna Be Like Ike

By Craig Smith, CFP®, CFA®, CKA®
In Blog, Financial Planning

Remember those old Michael Jordan commercials? “I wanna be, I wanna be like Mike…” Well, how about wanting to be like Ike, as in Dwight D. Eisenhower. Supreme Allied Commander of joint military forces during World War II, and after

29 Jan

Beware the Soothsayer

By Craig Smith, CFP®, CFA®, CKA®
In Blog, Investing

Beware the Ides of March. NO! Beware the soothsayer! Remember reading Shakespeare in your high school English class? The classic work of Julius Caesar gives the prognosticating soothsayer these words, “Beware the Ides of March.” As it turns out, the

12 Dec

4,000 Miles

By Craig Smith, CFP®, CFA®, CKA®
In Blog, Live Your Best Life

How far can you get in 4,000 miles? That’s the question I asked myself as I biked home in the dark with a flashing headlight and taillight on my bike while wearing wool socks, spandex pants, bike shorts, gloves, wind/rain

29 Mar

Coaching, Are You Ready?

It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a

23 Feb

Do Financial Contradictions Affect Your Life?

We know what contradictions are, but what are financial contradictions? They are thoughts, feelings and actions regarding your investments and financial plans in the short-term that oppose what you set out to achieve with the same investments and strategies over

09 Nov

Emotions: Friend or Foe?

Do you understand your emotions? My job as a financial planner is to find ways to help you control your emotions and the ensuing self-defeating actions that can negatively impact your financial potential. Let’s list some emotions that can impact