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Preparing For The “Mind Side” Of Retirement
Big Takeaway: There’s another portfolio to take care of as you head towards retirement: your mindset portfolio. The Details As we head...
jgoodson56
Apr 1, 20212 min read


March Madness
March is typically the month that the NCAA tournament brings bracket-busters and mayhem. Unfortunately, that's what March brought to...

Scott Poore, AIF, AWMA, APMA
Mar 29, 20212 min read


A Tale of Two Markets
The market is a bit schizophrenic lately as investors decide which of two tales to focus on when trading. Do investors want to focus on...

Scott Poore, AIF, AWMA, APMA
Mar 26, 20213 min read


Why Gifts Designed to Save Money Leave the Recipient Feeling Blue
Source: Science Daily The Big Takeaway: Telling friends that the gift you are giving will help them save money or ease financial stress...
jgoodson56
Mar 25, 20212 min read


"The Best Laid Plans of Mice and Men..."
The so called "experts" create a plan and implement that plan. However, those plans are rarely adjusted in mid-use and hardly ever...

Scott Poore, AIF, AWMA, APMA
Mar 22, 20212 min read


The Fed, Yields, and Value Back En Vogue
Markets are having a hard time dealing with rising interest rates. Yesterday, the 10-year Treasury rose by 8 basis points to 1.72%. It...

Scott Poore, AIF, AWMA, APMA
Mar 19, 20213 min read


Relatively Uneventful Week on Wall Street
In a week where there were few economic releases and corporate earnings announcements have slowed, it was actually refreshing to for the...

Scott Poore, AIF, AWMA, APMA
Mar 15, 20211 min read


Market Shift to Value
There is a shift going on in the markets that I think is going to be beneficial for investors, at least in the short run. We'll examine...

Scott Poore, AIF, AWMA, APMA
Mar 12, 20214 min read


10 Simple Steps to Self-Motivation
Every day of your life you are selling yourself, nothing happens until you're successful at doing that. We're all in the selling business...
jgoodson56
Mar 10, 20214 min read


11 Reasons Why the RIA Model is Superior to Other Models: Reason #2
Last week we rolled out the 1st installment of our 11-part series on why the RIA model is superior to other models for financial advisors....

Scott Poore, AIF, AWMA, APMA
Mar 9, 20211 min read
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