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 | Jun 15, 2022 | Our Philosophy
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,...
by admin | Jun 7, 2022 | Retirement
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...
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 | May 10, 2022 | Our Philosophy
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...
