by lportee53 | Dec 26, 2024 | Wednesday Wisdom
Lessons from Drone Sightings On the East Coast View your investments from a higher vantage point to uncover patterns/risks In recent weeks, there have been numerous reports of drone sightings all along the East Coast. These unmanned aerial vehicles (UAVs) have sparked...
by lportee53 | Dec 19, 2024 | Wednesday Wisdom
Managing Your Emotional Stress at Market Peaks Preparation, perspective and patience will help you invest with confidence Investing at market peaks can feel like navigating uncharted waters, especially with the looming fear of a potential downturn. Emotional stress...
by lportee53 | Oct 16, 2024 | Wednesday Wisdom
October is National Financial Planning Month Five unique ways a financial advisor can help you reach your personal goals October is National Financial Planning Month, an important time for individuals and families to focus on their financial well-being. As the year...
by lportee53 | Oct 3, 2024 | Wednesday Wisdom
Critical Financial Lessons from Hurricane Helene Preparing for a hurricane and stress-testing your financial planning Hurricane Helene is projected to become one of the most powerful storms in the Gulf of Mexico, with winds exceeding 100 mph expected to impact the...
by lportee53 | Sep 12, 2024 | Wednesday Wisdom
A Financial Checklist as Summer Starts to Fade Key questions to ask to strengthen your financial planning before year-end As the warm days of summer begin to fade and the routine of fall approaches, it’s the perfect time for pre-retirees to revisit their financial...
