January 2020

January Financial Advisor’s Articles

Get Outside

Get Outside “How long does it take to get a dose of nature high enough to make people say they feel healthy and have a strong sense of well-being?” –Jim Robbins 01-28-2020 We all tend to feel better when we get outside and spend some time in nature. Thanks to some recent research in a …

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World’s Wealth

World’s Wealth “It is not the man who has too little, but the man who craves more that is poor.” –Seneca 01-20-2020 Check out this interesting visual of total wealth by country. Sometimes a picture is worth a thousand words. What sticks out to me is: 1) U.S controls almost 30% of world’s wealth. 2) …

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The Secure Act

The Secure Act “The Secure Act delivers major wins for American savers.” –statement from The Investment Company Institute 01-14-2020 The Setting Every Community Up For Retirement Enhancement Act (SECURE) was passed into law on 12/20/2019. It’s the biggest retirement bill passed in over a decade. Here’s a summary of a few of the key points …

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Silly Season Is Upon Us

Silly Season Is Upon Us “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” –Warren Buffett 01-06-2020 Silly season is upon us. That time of year when Wall Street forecasters, who are paid boatloads of money, come up with their predictions for the year. There’s one major …

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