Charitable Donation Notes for 2020
Updates for Donors: CARES ACT The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new tax...
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Word of the Week: Optimism
It’s hard to be optimistic right now. We live in a world full of uncertainty, fear, hurt, pain. I’ve all but stopped...
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WORD OF THE WEEK: TOGETHER
There is a young gentleman I know from church, who works as a cashier in the Ace Hardware store I go to. He stands...
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Word of the Week: Resilient
I finally admitted to myself that I’m feeling a bit depressed by all this coronavirus talk and quarantining. Like so...
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Word of the Week: Gratitude
I want to take a pause from all my investment and financial planning commentary to breathe a bit of gratitude into our...
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My CFP® Journey by Adam Werner
The title of my last article about the start of my journey towards becoming a CERTIFIED FINANCIAL PLANNER™ was “How Hard...
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Coming To You From My Home During COVID-19 Quarantine
[wpvideo 0QiPHCHv] “Coming to you from my home, just as Devon and Adam are as well. We are social distancing but in full...
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Let's Get Back To Financial Planning: CARES Act Highlights
Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial...
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Rebalance Education
This is a very difficult time. When it comes to your savings and investments, I ask you to join me in the following...
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Fear Abounds – So Now What?
I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment...
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The Markets Aren’t Confident, But We Are
No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do...
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3 Things to Consider Doing When the Market Drops
In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for...
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