Financial Check-Up When you enrolled in your health plan chances are your insurance company sent you information about preventative management of your health. Ideas that include- getting regular checkups, eating healthy and other tips to prevent illness from creeping in. This leads me to pose a question- when was the last [...]
“Just Give it Away.” – George Strait Jim Shellenberger, CFA | Financial Advisor George Strait sings about a heartbroken man whose wife is leaving him, refusing to take anything with her. Instead, she tells him to “just give it all away”: the picture from their honeymoon, their king-sized bed, her diamond [...]
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Megan Cook, CFP® Joins Elevate Asset Management as a Financial Advisor Cook joins Elevate Asset Management to Strengthen Team June 29, 2021 | For Immediate Release (Sheridan, WY – June 2021) Elevate Asset Management has hired Megan Cook, CFP®, to provide financial planning, guidance, and investment advice to individuals, foundations, [...]
“I'm takin' control of my life now.” – Tom Petty Jim Shellenberger, CFA | Financial Advisor In Tom Petty’s song “Two Gunslingers,” two gunfighters in the street realize they don’t want to fight anymore. As a concept, it is very much like the dilemma many of us continually face when we [...]
"It's hard to be humble, when you're perfect in every way." - Mac Davis Jim Shellenberger, CFA | Financial Advisor I first heard “It’s Hard to Be Humble,” performed by Willie Nelson, but later discovered that Mac Davis is the original singer / song writer. If you haven’t heard it, give [...]
"Invisible Touch" - Phil Collins Jim Shellenberger, CFA | Financial Advisor In 1986, Phil Collins sang, “She has a built-in ability to take everything she sees.” During tax season, I often think of those words, and if it weren’t for the title of the song, I’d say the lyrics are [...]
"I Said 'Hey, a-what's going on?'" - 4 Non Blondes Jim Shellenberger, CFA | Financial Advisor This last month, the drama that we watched unfold between hedge funds and Reddit users battling over GameStop left for an entertaining story. Reddit users banded together to try and take down the hedge funds [...]
“Hey, Hey, Hey, Goodbye” – Steam Jim Shellenberger, CFA | Financial Advisor If you have watched Remember the Titans, this song is quite memorable. It is a good representation of many people’s view of 2020 as we enter 2021. We know that a new year won’t magically [...]
"I Got Nobody to Blame but Me"- Chris Stapleton Jim Shellenberger, CFA | Financial Advisor Sometimes we are our own worst enemy. When it comes to making financial decisions, our cognitive and emotional biases can help us or hinder us in making the best decisions. Our cognitive [...]