Category: Blog

It’s not as bad as it looks

If you were to look for the definition of “Volatility” in your dictionary or on the Internet, you would see a picture of the Dow Jones Index for the first quarter of 2018. During this three months there have been

Market Performance 2018 with Liz Ann Sonders

Liz Ann Sonders is the Chief Investment Strategist for Charles Schwab & Co., Inc. because she has a remarkable talent for simplifying securities market data and all the noise that confuses many analysts. Many have asked what we expect for

Is Life Insurance a Good Investment?

Is life insurance a good investment? Life insurance can be a wise investment, but not necessarily a good investment tool. Let me explain. There are two main reasons to have life insurance. One is to cover the cost of a

What is Family Wealth Management

Family Wealth Management: What is this? A process whereby individuals and couples put together a full financial picture of what they own. A qualified financial advisor can be a great source to help you with this process. They can work

A Brief Look at the GOP Tax Proposed Legislation

November 8, 2017 NOVEMBER NEWSLETTER A BRIEF LOOK AT THE GOP TAX PROPOSED LEGISLATION Well after months of waiting it has happened – the GOP has presented its legislation to reform and/or reduce income taxes. The new bill entitled “Tax

Trust- Should You Have One? Can You Afford One?

Should you have one? Can you afford one? Yes and Yes. Trusts are not just for the wealthy. They are the best way to pass your assets to others. Utilizing a revocable trust eliminates the probate process and related costs.

Tax Reform

Alright so what is up with the tax reform proposed by the president and being considered by Congress? Well as in any legislation there will be winners and losers; or, said another way – those who smile and those who

Services Provided by FMI

To: All clients From: Jack, Mike and Kayla July newsletter Well we hope we can all survive this summer heat wave. As veterans of Oklahoma summers we all knew what to expect, we were just hoping to prolong the spring-like

The BULLS and BEARS

The BULLS and the BEARS I just came across the attached ‘The History of U. S. Bear and Bull Markets Since 1926” prepared by First Trust Portfolios L.P. this year. The graphical presentations display the durations, total returns and average

Six Bad Excuses for Not Saving for Retirement

May 2017 Newsletter-Six Bad Excuses for Not Saving for Retirement. An August 2012 article by Sheyna Steiner published by Fox Business listed the following six bad reasons not to save for retirement are paraphrased here:

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