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Jul 20, 20223 min read
Keeping Perspective - Quarter 2 Market Update
Most of us know that the stock market will go through down periods. You may even recall events such as the dot-com bubble or The Great...
Jun 23, 20223 min read
The Market Dropped – What to Do Now?
If you haven’t heard, the market is down. And when I say “market,” you can almost take your pick: stock market, bond market,...
Jun 16, 20223 min read
Breaking a Promise
In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....
Jun 9, 20223 min read
Investment Declines Hurt
Opening investment statements – or checking values online – is tremendously gratifying when markets are rising. When markets swing in the...
May 27, 20223 min read
A 9.6% Guaranteed Return
What if I said I could offer you an investment with a guaranteed return of 9.6%? There’s no chance of loss. Would you be interested?...
May 6, 20221 min read
Worried About Double Taxation on Your Roth IRA?
Are you concerned the government may go back on its’ word and tax your Roth IRA? Watch this video to hear what Justin Lueger has to say...
May 2, 20221 min read
How the Secure Act 2.0 Can Affect the Majority of Retirement Savers
Do you have a workplace retirement plan? Do you have student loans? Give this video a watch and learn how the Secure Act 2.0 might affect...
Apr 22, 20223 min read
Are Big Changes Coming for Retirees? - Article
Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...
Mar 27, 20223 min read
Sit and Do Nothing
The trouble with investing is that what feels right is often wrong and what feels wrong is often right. It’s all backwards. Investing...
Mar 6, 20223 min read
The Spinsters Are Relentless
I feel sorry for people who don’t know a lot about investing. I don’t say that in a demeaning, holier-than-thou kind of way. Truly, I...
Feb 20, 20223 min read
When the Real Money Is Made
In my last column, I laid out a simple process for building wealth. It looks like this: 1. Make money. 2. Spend less than you...
Feb 6, 20223 min read
4 Steps to Big Wealth
Did you know there’s a simple formula to generate tremendous wealth for yourself over time? There are just four simple steps. Like most...
Dec 26, 20213 min read
Hard Work or Easy Money
I generally subscribe to the theory that hard work pays off. Some would say, “There are no shortcuts.” But that’s not always true. You...
Dec 12, 20213 min read
Farmers Have It Figured Out
We’ve talked before in this column about how farmers invest the right way. They find an attractive investment – predominately land – and...
Nov 28, 20213 min read
Get Ready for Losses
It’s been relatively smooth sailing in the stock market over the last year. That won’t last. You would be wise to mentally prepare...
Nov 14, 20213 min read
Dirty Work
Success is a funny thing. Many people want it, but most are unwilling to do what it takes to achieve it. You see the same dichotomy when...
Oct 31, 20213 min read
Become a Business Owner
The people with the most wealth in this country made it one way: Through ownership of a business interest. Either they, or perhaps a...
Sep 7, 20213 min read
Luck Matters a Whole Lot
In nearly all aspects of life it’s impossible to untangle luck from skill. That is doubly true when it comes to investing. Not everything...
Aug 24, 20213 min read
Are You a Happy Camper?
In the world of investing, there are two camps. The two camps co-exist – and some people hang out in both – but for the most part, each...
Aug 10, 20212 min read
A Stacked Deck
One of the simplest investments you can make is buying a fund that tracks the performance of the U.S. stock market. By doing so, you...
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