Have you noticed that “ick” feeling when a relationship has completed its purpose but lingers on past its welcome? Sometimes that happens with a financial advisor. People can be unaware of it because we have a whole relationship to money thing that is unaddress and...
The latest edition of Pleasant Wealth’s monthly newsletter is available here: https://conta.cc/3PxPTCS Sign up to receive montly news and insights in your inbox here: ...
Economists and Stock Market Strategists are pessimistic and prolific. Their voices of doom and gloom make them look smarter. But stock movements are driven by earning trends. Stock earnings are pretty good. Better than expected, even, again and again. We’re excited to...
By: Clinton Miller, CFP® Investment returns are bad this year. Is it frustrating to watch your accounts drop for reasons out of your control? You’re probably familiar with the common advice to take the long-term view, not make any changes, or even to just ignore...
By: Clinton Miller, CFP® Autumn is here! Gardens are overgrown and cool nights are on the way. Now is a great time to reflect on the year’s harvest and plan for taxes before the holiday season and year-end deadlines. Our fall review season is well...