December Monthly Newsletter

Financially Speaking, Plain Old Common Sense Can Be Priceless Can you remember the first time your mom or dad talked to you about common sense? Was it right after they caught you climbing out your bedroom window onto the roof of the house, or throwing plastic army men into the toilet? Odds are, you learned …

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November Monthly Newsletter

Be Proactive to Enjoy Real Peace of Mind This Holiday Season Let’s say you’re about to take a long drive to visit an old friend, and you’re looking forward to it. You plan to take a scenic route, listen to music, and enjoy the trip as much as the visit. Now, let’s say that a …

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October Monthly Newsletter

Focus on Pitch Instead of Power When You Are ‘Behind the Power Curve’ There is an equation used by airplane pilots that goes, “Pitch + Power = Performance.” As a commercial pilot and flight instructor, as well as a financial advisor, it occurred to me recently that this formula is a fitting analogy for a …

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September Monthly Newsletter

As Fall Nears, the Markets are a Messy Mix of Good, Bad & Ugly In my experience, people seem to have a more serious attitude about their finances at certain times of year than others. The post-Labor Day period through Thanksgiving is when many people typically reassess their saving and investment strategies and decide whether …

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August Monthly Newsletter

Fed Walks a Tightrope in Efforts to Normalize Without Pain As the stock market has continued rising and falling like a stormy ocean over the last several months, the bond market settled into a period of relative calm. After spiking to 3.11 percent in mid-May, the yield on the 10-Year Treasury dropped below 3 percent …

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