9 ½ Election Connections You Need to Know
History has favored investors who stay the course. It's a powerful reminder for anxious clients as you help them stay focused on their long-term goals after a contentious election.
The election is over, and if you're like me, you've probably heard from friends, family members and coworkers who are either excited or upset about the results. A big question on everyone's mind is, “what's next?”
November 2024
The 3 Cs of Success
As a humble servant leader, a devoted husband, and father, I am constantly searching for the keys to “success”. It is undoubtedly an elusive pursuit. However, there are three core principles that I believe to be critical in that endeavor…Character, Courage, and Connection.
October 2024
Staying the course to reach the view
While markets might remain volatile in the near-term, long-term investors who prepare for volatility, exercise patience and capitalize on opportunity have historically been rewarded over time by staying the course in a diversified portfolio.
August 2024
Playing the long game
As a father of five, I often get to see firsthand how making impulsive decisions can feel like the right thing to do when emotions are involved. Fortunately, my children are learning the important lessons of emotionally charged decision making with low-stake issues and small sums of birthday money. That said, with inflation and market volatility persisting, it is easy to understand why grown-up emotions are running high as well. Consumers are feeling a push and pull as they make financial decisions, and they need steady guidance.
September 2022