Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
The Pleasant Post July 2023
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The Balance Q2 2023
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...
Three Ways to Turn Investment Lemons into Tax Lemonade
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...
Retiring on your own? How to address unique Charitable Giving and Tax challenges
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...
If Businesses Are Doing So Well, Why Is the Stock Market Down?
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...
What Was the Best Money You Ever Spent?
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 is...
You’re Just at the Emotional Crescendo
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....
Clarity Wins
By: Rachel Krabill, Administrative Assistant “So… what just happened back there?” My husband and I were sitting in our car wondering how the conversation we’d just had with a financial professional had seemed so clear and concise while we were in his office,...
Retirement is an Outdated Social Construct
By: Clinton Miller, CFP®, Advisor I am going out on a limb in saying this, but here goes: Retirement is imaginary. It’s a solution in search of a problem. The Financial industry assumes your Retirement™ goes like this: You work hard over a 45...
Are We Still OK?
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,...
Review Meetings Cover More than Just the Numbers
By: Liz Hand, CFP (R) During our just-concluded spring review session, we asked clients to look at a few areas of life that matter most: Joy, Satisfaction, Health, Family, and Friends/Community. We got quite a few side-eyes while clients filled out the questionnaire...
Can a Nest Egg Turn into Real Money?
By: Rachel Krabill, Administrative Assistant So you’ve saved, you’ve planned, you’ve been patient. You’ve nurtured that nest egg and it’s looking pretty solid – pristine even. Maybe untouchable? You’ve thought about what retirement might look like, could look like. ...