by admin | Sep 28, 2022 | Uncategorized
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...
by admin | Sep 14, 2022 | Uncategorized
By: Ellis Miller, JD, Advisor You may be thinking, “If businesses are doing so well, why is the stock market down?” That’s a great question! This is a time of confusion. With all the cross currents in the news, our minds are swirling. We don’t know what...
by admin | Aug 22, 2022 | Uncategorized
By: Ellis Miller, JD As my role at Pleasant Wealth becomes more advisory, my experience and vantage point allow me to form opinions about our firm – to see how we differ and what we do better than others. For example, all too often a grieving widow...
by admin | Jul 6, 2022 | Uncategorized
By: Liz Hand, CFP® Recently my son participated in The Lion King with his school. My expectations were low because this is a K-6th production of the whole play. And boy was I wrong! That opening African savannah scene with the “The Circle of Life” got me....
by admin | May 25, 2022 | Uncategorized
By: Ellis Miller, JD, Advisor The stock markets are in a funk. It seems like every few days we see headlines saying it’s the worst day/week/month since some long ago date. Fear is controlling many investors, and they are stampeding toward the same exit door,...
by admin | Jan 21, 2022 | Uncategorized
Pleasant Wealth is thrilled to share that Advisor Clinton Miller has completed the qualifications to earn the designation of Certified Financial Planner™ (CFP®). A CFP® professional has completed rigorous training, engaged in thousands of hours of personal financial...
