Father’s Day Message
Father’s Day is a time to honor our dads, as well as I believe, the men who have been father figures to us. This is especially true for those whose biological father was never around, or lost in a tragedy.
Frustrated with C.D. Rates?
Every day I meet with someone across from my desk who’s frustrated with the low interest rates C.D.’s are paying today on their savings. They remember the good old days not that long ago of when you were rewarded for having savings with interest rates of 5%-6% and you could live on the interest made […]
Do you need a Wealth-Inheritance-Legacy Plan?
As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.
Guaranteed Retirement Income For Life
It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.
Biblical Viewpoints with Bob – The Owner’s View and The Manager’s View
Real estate, cars, bank accounts, savings, investments, businesses, mineral rights (oil and gas, water), food, shelter, clothing, smart phones, electronics, computers, jewelry, art, collectibles, people/children that have been entrusted to our care, spouse, employees, animals, environment and the whole earth…
Biblical Viewpoints with Bob – Biblical Vs. Secular Viewpoint
After prayer and asking God to reveal His word, read the following passages one at a time and pull out the words and phrases from each verse that either describes a Christian or secular believer’s viewpoint. In many passages just write the opposite meaning of the word. Example: life/death, faithfulness/adultery, giving/selfishness. From the passages below […]
Biblical Viewpoints with Bob – The Giving View
Why do you believe that God’s word says it is more blessed to give than receive? When we are giving, who are we most like?
Has Investor Credit Stretched Too Far Again?
An interesting chart showing investor credit balances correlated to market activity came across my desk a few days ago. I felt the need to share with all of you. Look closely and study.
Fixed Indexed Annuities – The Good, the Bad, and the Ugly
Over the years, and in increasing numbers, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. I decided to share this article because […]
Will Being Tactical Matter Again?
The last major downturn in the markets was in 2008. Before that it was 2001/2002. If we repeat the 6-7 year cycle once again, could we be possibly in for another major market correction soon based on recent history? I hope not.