Weekly Memo

  For the past few weeks, I’ve been trying to cancel a subscription, and it was not easy!  An unsubscribe button didn’t exist.  The search bar took me to unhelpful articles. After a fair number of searches, I finally unburied a phone number where I had to call in to

  In 1939, in Kansas, wheat mills owners realized that women were using their sacks to make clothes for their children. The mills started using flowered fabric for their sacks so that kids would have pretty clothes and the label would wash out. (1) It was a gesture of pure

In 1977 at the age of 19, Peter Buffet received a $90K inheritance from the sale of his grandfather’s farm.  Warren Buffet was clear in telling his kids that he’d give them “enough so they can do anything but not enough so they can do nothing.” (1) The $90K would be the

In August we had a “Flash Crash” – a sudden and significant drop in the value of the market followed by a quick recovery.   On August 5, 2024, the S&P 500 index fell by approximately 3%1. Despite the initial shock, the market bounced back quickly. By the end of August,

Like you, I’m seeing a lot of predictions: Polls are predicting Trump will be the next president. Polls are predicting Harris will be the next president. The economy is headed for a recession. The economy is doing well. Inflation is slowing. Inflation is still bad. There are predictions that the

Highlight the importance of a tailored financial plan. Discuss the key components, such as identifying needs and dreams, setting realistic goals, and actionable steps for a secure future. Include testimonials or case studies to illustrate successful planning.

    Have you ever lost money? Not in the markets, but actual checks or other cash equivalents? How can you even know? The National Association of Unclaimed Property Administrators (NAUPA) claims that 1 in 7 people have unclaimed property. They return over $4 Billion to states each year! Let’s