Opportunities from the CARES Act
With the recent passage of the CARES Act, there are opportunities to help reduce your tax burden as well as support your community through charitable giving. Some of these provisions create an interesting […]
Don’t Give Up What You Want Most for What You Want Now
The global impact of the Coronavirus crisis is unprecedented in our lifetimes. Many of us are feeling tired. Anxious. Afraid. We are all trying to figure it out day by day and do […]
The Baby’s Been Thrown Out With the Bathwater
March 29, 2020
Hi everyone-
I hope this note finds you all healthy and safe. I wanted to reach out to you with some major changes […]
The First Health is Wealth
Thursday, March 19, 2020
I understand many of you are going through some major changes in your daily lives. I use the principal of “plan for the worst, hope […]
Your 401k is Like Your Face, Don’t Touch It
Good morning,
This outbreak is affecting our daily lives now. We’re watching the super markets as much as the stock markets. Many of you are making changes to adjust. Trips are being […]
A Nation Shuts Down
Greetings. Bud here again with another report from rainy Scottsdale, Arizona.
These are not normal times, and not normal of me to send notes to you as often as I […]
Dow Drops Over 2000 Points Today – Market Update
Greetings!
What happened!? The stock market went down since the last time I sent a note on February 28. We are still less than a month from where the Dow Jones reached […]
Context to the Current State of the Markets and COVID-19
Greetings!
There is a tremendous amount of attention at the moment to the COVID-19 disease outbreak. This note is to let you know I’m paying attention to the news and […]
Initial thoughts on the impact of a Trump Administration
What to do now:
- Breathe.
- Understand and recognize the five stages of grief if your candidate didn’t win: denial, anger, bargaining, depression and acceptance
- Learn and understand how this will impact you 10 minutes, 10 […]
Your investments and speeding tickets – defining risk perception
Did you ever get a speeding ticket? Do you remember what you were thinking right before that moment? Then, when the police lights came on (or the traffic cam flashed) – Frustration! Anger! Regret! Now, how […]
