Blog

We are joining forces with Integrity Marketing Group!

DALLAS – SEPTEMBER 28, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired WealthFirm, a wealth management and retirement planning firm headquartered in Nebraska. As part of the acquisition, Nancy Brozek and Jared Faltys, Co-CEOs of WealthFirm, will become Managing Partners in Integrity. Financial terms of […]

September 29, 2021

Fall 2021 Newsletter

IS INFLATION HAUNTING YOUR FINANCIAL DREAMS? WHAT WE KNOW Has the specter of inflation got you spooked? Recent headlines are filled with sightings. Let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. First and foremost, we caution against succumbing to fear […]

September 15, 2021

Summer 2021 Newsletter

PROTECTING WHAT’S YOURS (WHILE YOU’RE ALIVE) Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you’ve not documented your desires in advance, it can add extra stress for everyone, […]

June 15, 2021

Spring 2021 Newsletter

Think Investing is a Game? Stop. David Booth – Dimensional Fund Advisors – Executive Chairman and Founder It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. But we can also look at the current moment as an opportunity to welcome a new group […]

March 8, 2021

Winter 2020 Newsletter

Presidential Election Reflection “Over decades, it’s American innovation that succeeds, no matter what politicians do.”— David Booth, November 6, 2020  With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. That said, who knows how long […]

November 23, 2020

Fall 2020 Newsletter

Understanding Your Emotions We want to stress the importance of separating fact from fiction – as an investor, as well as in your everyday life. This article discusses emotional reactions to unfolding news, and the impact that can have on your financial well-being. The Usual Emotions in Unusual Times COVID-19 has seized almost every headline […]

September 11, 2020

Summer 2020 Newsletter

Expecting the Unexpected Expect the unexpected and plan for the unplanned. On January 1st, 2020, no one would have thought that we would be in the situation that we are today. Only in movies that depict pandemics have we ever been exposed to this idea. However, about 100 years ago the world experienced something much […]

June 8, 2020

Spring 2020 Newsletter

You, Your Retirement, and the SECURE Act  You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for […]

March 3, 2020

Winter 2019 Newsletter

A Tale of Two Decades: Lessons for Long‑Term Investors Looking at the US stock market since the turn of the century, you could be forgiven for thinking of Charles Dickens’ famous words. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market […]

January 1, 2020