What’s On My Mind – Episode 148 – “Creating a decision framework for concentrated stock positions”
Do you own concentrated stock in a publicly traded company? Have you wondered how to handle your stock ownership in the company where you work? Do you have a decision-making framework for how to handle your stock? Learn more about creating a mental framework for managing concentrated stock by watching below or click here to…
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What’s On My Mind – Episode 146 – “Financial Planning and Avalanche Warnings”
What do financial planning and avalanche warnings have in common? How is financial planning similar to mountain climbing? Have you wondered why you need a trail guide during the sunny, clear days? If you are halfway up the mountain and an avalanche warning goes off, suddenly having a trail guide makes a lot of sense.
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The Allure of Pessimism
As we enter emotionally charged presidential campaigns, we should prepare ourselves for an onslaught of pessimism. Election talking points tend to be more slinging mud about the other candidate than a candidate’s outline for future prosperity. Why do they focus so much on the negative? The Allure of Pessimism The bottom line is that pessimism…
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Infographic – Ten Talents Year in Review
As a celebration of the incredible year we recently completed, I’m excited to share an Infographic I’m calling “Year In Review”. This past year has been fun growing the Ten Talents family and I’m looking forward to helping more families live life well through wise financial planning. Thank you for your support!
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What’s On My Mind – Episode 145 – “The real reason you don’t sell”
Why don’t you want to sell your investments when they are going down? What’s the real reason you don’t sell during a decline? Are there any tangible, non-cliche, reasons to not sell?
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How do you know you are getting the “right” financial planning advice?
Whether you’ve tried to Google your way to financial clarity or sat down with a financial planner (or at least someone who called themselves a financial planner) you may have had a version of this question cross your mind, “How do I know the advice this person provides is the right advice for me? What…
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What’s On My Mind – Episode 144 – “Design a life you don’t need to retire from!”
Have you ever thought about designing a life that you don’t have to retire from? Have you always thought that the magical realm of “retirement” will allow you to make your dreams and passions and pursuits come alive? Don’t wait for a far out date of retirement. Design your life for greatness today!
Read MoreAugust 19, 2020: COVID-19 Tracker (Infographic)
The folks over at First Trust put together some great data. I thought you may enjoy this Infographic they put together on COVID-19 and where we stand on various important data points. Hope this is helpful for you! This data comes from Brian Wesbury, Chief Economist at First Trust and Robert Stein, Dep. Chief Economist.…
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What’s On My Mind – Episode 143 – “The affect of children on your COVID-19 stimulus check”
Do you have children under age 17 at home? Did you think you won’t receive a stimulus check because you make “too much money”? Your income phaseout range is actually HIGHER than what you are reading in the news if you have children under age 17 at home.
Read MoreAugust 7, 2020: COVID-19 Tracker (Infographic)
The folks over at First Trust put together some great data. I thought you may enjoy this Infographic they put together on COVID-19 and where we stand on various important data points. Hope this is helpful for you! This data comes from Brian Wesbury, Chief Economist at First Trust and Robert Stein, Dep. Chief Economist.…
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