Numbers

NUMBERS, NUMBERS, NUMBERS!

“Numbers, numbers, numbers! Everywhere I look there are numbers! I hate math, I hate numbers!” Wow! Does that sound like you? Maybe not every day, but some days? Right now, I am trying to put together all the forms and records needed to file my income tax and, I will tell you, there are days …

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Exchange Traded Funds

EXCHANGE-TRADED FUNDS

Mutual funds and exchange-traded funds have many similarities. A previous blog this month covered mutual funds, and now it’s time to talk about the newer kid on the block—exchange-traded funds or ETFs. I was part of the institutional sales force at Vanguard when that company decided to expand its offering of ETFs and market them …

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Mutual Funds Computer

MUTUAL FUNDS

It’s time to talk about products for investing! Are you ready? This week’s blog will cover the basics of mutual funds and a blog later this month will cover exchange-traded funds, along with pros and cons of each. What experience do you have with investing? If you have a retirement plan at work, you probably …

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Love is in the Air

LOVE IS IN THE AIR

As February begins, I am feeling very loved and very loving. Every store I enter I see reminders to share the love I feel with my family, partner, and friends through thoughtful cards, gifts, or shared memories. Don’t you wish this feeling of love would last the whole year? I do! I feel very loved …

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Investment Risk

WHAT IS RISK?

Risk is defined as a situation involving exposure to danger, harm, or loss. You experience risk and deal with it every day in many ways. You get in your car or truck and put on a seatbelt. You go to a pharmacy and buy toothpaste and mouthwash. You wear safety googles or glasses in your …

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How to Dress a Naked Portfolio

BUY MY BOOK AT YOUR LOCAL STORE

Exciting news! My book is available at three local and independently owned stores. I take any chance I get to browse and shop at these creative stores. Supporting local businesses is so important right now – they really are the fabric of our communities. If you are able to, please visit them and even better, …

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Happy New Year 2022

HAPPY NEW YEAR 2022!

With its ups and downs, pros and cons, 2021 is now history and we start with a clean slate and a fresh start in year 2022. How exciting! We can make this year whatever we want it to be! Picture it! I am not big on new year resolutions but there are some changes that …

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What is your Investing Style

WHAT IS YOUR INVESTING STYLE?

I am thousands of miles away from my family—they are in Arizona and Florida, and I am in the Midwest. The holidays can be difficult but, thanks to FaceTime, I can watch them opening presents, baking and decorating cookies, playing with their pets, and eating a holiday meal. We can sing carols together and I …

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THE JOY OF LIVING

THE JOY OF LIVING AND LIVING IN JOY

Thoughts become things… choose the good ones!®   ©www.tut.com  When you read, “thoughts become things”, what comes to mind? Let’s picture it. When you awakened this morning, what was your first thought? Was it positive? Maybe it was thanks for another day or a wish that you would make good decisions or maybe it was thoughts …

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