Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. From time to time, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along as we help in Charting Your Course to Financial Security.
Summer Shakeup Lowdown
Happy Summer!! It is now mid-July as I am writing this. I’m sorry that this one took a while, but we have been busy with our transition to LPL. As you know my broker dealer was bought out by LPL last February. When I received the news,...
Read MoreFebruary Wrap Up
Okay, it’s been one cold winter so far. I’ve almost wiped out my wood supply. We all know about the massive rise in our heating and electrical bills this year. Speaking of which, can anyone tell me what the delivery charge is? I get...
Read MoreRemembering Jimmy Carter
Happy New Year to everyone!! I hope that you have had a great holiday. This is the first blog of the year. I think that I would like to start off by talking about Jimmy Carter. I met President Carter in 1980. He was the first person of...
Read MoreThe Perils of Thanksgiving
This year is flying by!! As I write this, the elections are over, and President Elect Donald Trump is putting together his cabinet. Among the people being chosen is Elon Musk. Musk has a very different way of looking at politics. One...
Read MoreI Love the Smell of Fall in the Air
October is one of my favorite months of the year for a few reasons. The first is that it really signals the end of Summer. Football season has started, and the leaves have changed and are falling off the trees. The air is starting to...
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Summer Sports
Well, August has been an amazing month. The weather for the most part has been great, and a lot of people around here look like they spent time at the beach. I see those golden tans and try to not get too jealous of their sun drenched...
Read MoreSummertime Mashup
Happy Summer All!! It has been pretty busy around here. As you know from my previous Blog, we are in the process of looking for yet another Broker Dealer. I think that our choices have been narrowed down to two. I just want to...
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