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Your Amazing Perseverance

Dear Valued Financial Coach Clients, Congratulations! You deserve to be recognized for doing it the right way. Financial Coach, like most businesses these days, is operating remotely.  With our office closed, each team member is trying to adjust to this reality while staying connected to our clients and their financial plans.  Each morning at 10:00 […]
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Stock Prices, Oil Prices, Pandemic Concerns

Financial Coach – March 10, 2020 Yesterday — March 9 — was the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09. It is a thing of the most wonderful irony that the world has elected to celebrate this iconic anniversary with – you guessed it […]
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When the Going Gets Tough

Wisdom to Share with Your Clients When the Going Gets Tough By Scott MacKillop – March 04, 2020 Despite market volatility, do not abandon an otherwise sound investment strategy. Most people are surprised to find that they hold the key to their own investment success.  But it’s true.  An investor’s behavior is the most important […]
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top plays

Piecing together the retirement puzzle

by Owen Mulhern CFP® It seemed like a great idea to start the 1000 piece puzzle on that rainy weekend.  The family coming together to share in the excitement and challenge of putting together the various shapes and colors was almost too much to handle.  Oh, what fun we were going to have!   Then, we […]
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Positive Vibes

by Kevin Janiec® Positive Team Update Owen took a quick trip out to Big Sky, Montana this month to visit his sister.  The slopes, the views, and the quality time with family appeared to be amazing.  What trip are you most looking forward to? Retirement Mentor Program While many Americans look forward to retirement, they […]
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Positive Vibes

by Kevin Janiec® “The snow draws the world down to a whitened hush, forcing us to pause long enough to take stock of everything that we miss in our crazed pursuit to gain everything that we can.” – CRAIG D. LOUNSBROUGH  Positive Team Update: Kevin’s first day was a snow day Kevin’s first day at […]
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