PID 722


Team Reflections

Reflections from Our Bookshelf: The Obstacle is the Way

The Obstacle is the Way By: Ryan Holiday Reflection By: Kylie Felker   Why I read it? Solving problems has always been something I enjoy. However, I often see things …

Reflections from Our Bookshelf: Messy

Reflections from Our Bookshelf: Musings on how we view reading a bit differently     Messy: The Power of Disorder to Transform Our Lives By: Tim Harford Reflection By: Gordon …

Reflections from Our Bookshelf: Outliers

Reflections from Our Bookshelf: Musings on how we view reading a bit differently   We are starting a new monthly series for LinkedIn to highlight some of the books we …

Let’s Talk Insurance. . .

Let’s Talk Insurance. . . “If I talk about insurance planning, will I die immediately?” Erik Mizell, CLU®, CFP® August 2017 Wait, before you close this message, let’s have a …

Income Distribution

Income Distribution By: Erik C. Mizell CFP® CLU® As you embark on the fresh start of a new year, there are often many objectives and resolutions we all set for …

Budgeting: I’ll Wait Until Next Year

Budgeting: “I’ll wait until next year” By: Rob Victor December is the time of year that people get ready for the holiday season, spend money, and push things off until …

Brexit: The Only Certainty is Uncertainty

Brexit: The Only Certainty is Uncertainty By: Rand Baughman, CFP® Last Thursday night the UK voted to leave the European Union. The polls leading up to the vote were very close, but the general consensus was that the UK would ultimately vote to stay. Because of this general opinion, the Dow rose 230.24 points on Thursday and the S&P 500 rose 27.87 points. On Friday, after it was announced the UK had voted to leave, the Dow dropped 611 points and the S&P 500 lost 75.91 points...