by elizabeth | Feb 17, 2026 | Uncategorized
We’re honored to share a meaningful milestone for our team. Liz Hand has been named Kestra Financial’s 2026 NextGen Advisor, a distinction awarded to exceptional emerging leaders under the age of 40 who demonstrate leadership, dedication, and forward-thinking impact...
by elizabeth | Nov 30, 2023 | Uncategorized
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...
by elizabeth | Aug 23, 2023 | Uncategorized
The August edition of The Pleasant Post is available to read here. Sign up to receive pleasant news and insights in your inbox here....
by elizabeth | Jul 5, 2023 | Uncategorized
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: ...
by elizabeth | Jun 14, 2023 | Uncategorized
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 admin | Oct 5, 2022 | Uncategorized
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...
