MORE THAN INVESTMENTS Jim Shellenberger, CFA | Financial Advisor I wanted to take the time this month to remind you of the many offerings we have outside of investment management. Our intention is always to offer a comprehensive package of tools for you and your financial situation. Below, you will find some of the offerings […]
August 2020 Commentary Read More »
“Free and Easy Down the Road I Go”-Dierks Bently Jim Shellenberger, CFA | Financial Advisor By the very definition of investing, we set aside money to build wealth over time. Most of us approach an investment and hope to make money or “let our money go to work for us.” Ideally, we make money with
June 2020 Commentary Read More »
We learn that many times the wait is worth it. “Wouldn’t it be nice if we were older, then we wouldn’t have to wait so long?” The Beach Boys Have you heard of the Stanford marshmallow experiment? It was a study on delayed gratification where young children were placed in a room with a marshmallow
October 2019 Commentary Read More »
Downturns are not enjoyable and can create larger bumps in the road, but if we look further on, time, eventually, seems to be our friend. “Ob-La-Di, Ob-La-Da, Life goes on” – The Beatles Jim Shellenberger, CFA | Financial Advisor If the markets could speak, I envision them sounding something like “Ob-La-Di, Ob-La-Da.” A melody of
May 2020 Commentary Read More »
Control the things you can control. Make sure you plan for the worst and hope for the best and try to have living expenses covered in emergency savings. “It’s been a long time since I walked through this old town”-Kenny Rogers Jim Shellenberger, CFA | Financial Advisor I wanted to find a quote from Kenny
April 2020 Commentary Read More »
“You may not know it now, but you’re gonna miss this” -Trace Adkins The investment world is always changing. In 1917, U.S. Steel was the largest US stock followed by American Telephone & Telegraph1, and today it is Microsoft, followed by Apple. Many times, these changes in the largest companies are for the better, meaning
December 2019 Commentary Read More »
“Just as Free, Free as We’ll Ever Be” -Zac Brown Band A study done by Lee and Coughlin from the MIT AgeLab looked at people’s perspectives toward retirement based on different factors like sex, age, and demographics.1 They asked 921 people to associate a word with retirement and one of the top ten words used
August 2019 Commentary Read More »
Life’s a dance you learn as you go -John Michael Montgomery John Michael Montgomery is right – we learn as we go. That is the joy in life, we will never master it all, but we will continue to learn and grow. In the well-delivered context of his song, he doesn’t add that sometimes we
January 2019 Commentary Read More »
Apple pie dessert jelly-o cotton candy soufflé toffee croissant candy canes. Cupcake chupa chups danish sugar plum candy canes marshmallow. Bear claw soufflé cheesecake toffee cake oat cake pastry. Cotton candy fruitcake jelly-o. Sesame snaps cake macaroon jelly candy sesame snaps. Bonbon powder sesame snaps toffee marshmallow halvah icing. Soufflé croissant halvah cake danish liquorice jujubes sugar plum icing. Pie lemon drops gummi bears ice cream tart chocolate cake candy canes.
April 2019 Commentary Read More »
“A Boy Named Sue” -Johnny Cash Most of us have heard the song “A Boy Named Sue.” The synopsis is a father names his son Sue knowing he wasn’t going to be able to be there for him as a parent. His dad thought naming him “Sue” would make him tougher to survive the
February 2019 Commentary Read More »
