10 Principles Of Successful Investing

10 Principles Of Successful Investing

By Bob Barber, CWS®, CKA® Establish written financial goals: PROVERBS 20:5, PROVERBS 21:5 Seek wise financial and investment counsel: PROVERBS 19:20 Cultivate a long-term perspective: LUKE 14:28 Diversify your portfolio: ECCLESIASTES 11:2 Consistency is crucial, don’t make haste to “get rich quick”: PROVERBS 28:20-22 Avoid risky investments if you can’t afford a loss: ECCLESIASTES 5:13, [...]
Plan Forward Checkup

Plan Forward Checkup

By Bob Barber, CWS®, CKA® “Know well the condition of your flocks, and give attention to your herds, for riches do not last forever; and does a crown endure to all generations?” Proverbs 27:23-27 During a Bear market, it is very important to update your Financial Plan to see how it is handling the stress. [...]
Mid-March 2022 Market Commentary

Mid-March 2022 Market Commentary

Mid-March 2022 Market Commentary The Ukrainian/Russian war, Iran's missile launch a few days ago, high gasoline prices not seen in 8 years, rampant inflation from over 9 trillion dollars in stimulus packages the last few years, political instability, and extreme volatility in the stock and bond markets.  If it all sounds quite concerning,  it is [...]
Service for Fixed and Variable Annuities

Service for Fixed and Variable Annuities

Service for Fixed and Variable Annuities Effective 02/01/2022 We have found many of our clients are confused about the firm's responsibility regarding your annuity(s).  Below are our annuity policies going forward.  Please review them in detail and let us know if you have any questions. We have not been the Broker-Dealer of record or sold [...]
Market Commentary – January 19th 2022 Update

Market Commentary – January 19th 2022 Update

January 2022 Market Commentary Update When Covid-19 hit, the Federal Reserve and the government put over 8 trillion dollars into the economy to stimulate it. This influx created massive inflation, especially in real estate and a significant stock market rally. Now, the federal reserve is saying no more “Free Candy” as they pull back stimulus [...]