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Talk…about money

Black History Month

by Joe Lind | Feb 6, 2025 | Investing

Black History Month is a powerful reminder of the resilience, innovation, and community strength that have shaped our world. As investment advisors, it’s a chance to reflect on how we can help create a more equitable future. Financial empowerment plays a huge role in...

Groundhog Day

by Joe Lind | Feb 4, 2025 | Investing

We’ve all seen *Groundhog Day*—Bill Murray stuck in a time loop, repeating the same day over and over. It’s funny in the movie, but when it comes to your portfolio, not so much. Here’s the thing: too many people make the same mistakes in their...

The College Football Playoffs

by Joe Lind | Jan 14, 2025 | Investing, Uncategorized

The new college football playoffs are stirring up conversations—some people love the excitement, while others aren’t sold. But one thing’s for sure: it’s a work in progress. That first-round bye might sound ideal, but sometimes a challenging first game builds the grit...

Elections often lead to uncertainty

by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized

Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...

What’s up with the “I would die and go to hell before I’d sell an annuity” guy? Really?

by Martin Murray | Mar 1, 2023 | Investing

I started out the day with a great plan – pull together a post about how the right annuity, designed with your specific needs in mind, can play an important role in protecting some portion of your irreplaceable wealth. Instead, I pulled a Sidney J. Harris (a columnist...

The Rise of Self-Directed Investing and why it might not be a good thing for your irreplaceable wealth.

by Joe Lind | Feb 21, 2023 | Investing

Forty five percent of Americans with investable assets between $100,000 and $5,000,000 are Self Directed Investors (aka DIY investors) and their investment decisions are costing them 3-4% annually vs. the market. Since 1994, Dalbar Research has conducted their...