So we are the in midst of the Fiduciary Rule implementation or delay — either way it has been the talk of the industry for several months now only to recently hear about the potential uncertainty of its future altogether. All this talk has me thinking they are missing the big focus that should be in their (law makers) sights. What impact will this rule have on the success of investors and retirement plan participants? Will a reduction of fees close the savings gap? I have to laugh at the battles that our law makers are addressing while passing on the bigger issues that will actually help solve the true problems. That’s what this blog post is all about.
Do you have your own children? Grandchildren? Children you’re the guardian of? Or even just kids you can have a positive impact on? If so, that’s the purpose of this video. I point out some potential starting points for the kids in your life. For some people in the world, it’s too late but for all kids this is the time to capture their financial future. Getting them started today might be the best thing you can do in 2017!
As the end of year approaches and market indexes reach record-highs, now is as important of time to rebalance as ever. That’s what this video is all about. Stay on strategy and make sure you get you rebalanced before year-end and shortly after the start of 2017!
This week I take a recent article and breakdown seven to eight false statements by Grant Cardone attacking the efficiency of the 401(k) solution. It is an incredible planning tool that needs proper direction. If want my breakdown of this material and full commentary, you need to subscribe to my blog emails HERE.
Right now there are some very unique things happening. In fact, some statistics we haven’t seen in many generations including this recent Cubs rally into the playoffs. That’s what this video is all about — making decisions when unique circumstances present themselves.
I have witnessed a lot of hole in ones. I have been fortunate to hit a few myself. This season I witnessed a few and found a very unique reason why people are hitting more hole in ones these days. That’s what this weeks post is all about and how it parallels key financial principles.
So its been an interesting few weeks both in my client interactions and my travels or personal pursuits. One major theme is in motion. I’m seeing clients make progress towards dreams and openly sharing them with me. It doesn’t get any better than this. It gets me all fired up when I get to see them taking action on commitments to dreams they have. From Beth’s new floors in her home and seeing all the MLB ballparks, to clients getting married, to clients getting engaged, to clients having babies, to clients retiring, to buying or starting new businesses, to selling their businesses and the list goes on. Everyone has their own position and phase but one common theme has continued to show up; clients are pursuing dreams.
I’m constantly having conversations with clients about what their BIG dreams are and what they are making progress on. I think this is where the rubber meets the road with all that fiscal saving — the pursuit of your BIG dreams! So…what dreams are you pursuing? I would love to hear about what you’re working on or pursuing this year!
A little bonus material for this week’s blog positive is on a little bit of data that shows the amount of positive years in the last 36 years and the normal fluctuations in those years! That’s what this video is all about.
My best days are spent working with clients and helping them make progress on their big dreams. Period. Put those things together and I’m at my absolute nirvana! Well…the other day I got to spend time with one of the most driven entrepreneurs and got to spend some time with him talking about his progress. Lets just say it hasn’t been a straight line for Eric Hobbs, Tom Korder, and the rest of the team at Penrose Brewing but they are charging forward. Every time I check in with these guys something new is on the horizon and they continue to raise the bar by creating a unique experience for those enjoying the newest offering. Take a minute and familiarize yourself with the history of Penrose. Even better is swing by the Tap Room sometime to take in the full experience. A conversation with Tom and Eric will have you overflowing with passion for great beer and maybe pursuing a big dream. Cheers!
While watching some of the NCAA March Madness games I noticed some fascinating action that really gave me a strong take away I wanted to share. Specifically in the Northern Iowa vs. Texas A&M game. I’m not a big basketball guy but I get into the NCAA tourney with all the carnage that goes on with major upsets, change in leads, Cinderella stories, new heroes are born, heartbreak, and the list goes on of great stories that come out of the month of March! But this time it was like something I have never seen. A team destined for what looked like victory with only 35 seconds remaining and a 12 point lead. An 8 point lead with only 21 seconds left. It really was incredible. That’s what this video blog is all about.