Resources

Bland Garvey – Business Operations and COVID-19

2020 – 03/24 Bland Garvey is considered an essential business during shelter-in-place and continues to be open for business, but closed to visitors.   We continue to follow the procedures below. 2020 – 03/18 We are writing to let you know what actions Bland Garvey is taking in response to COVID-19 and how it may impact…

Lean Into Life After Work

Jeff Johnson, Wealth Advisor, 3/2/2020 “Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a career, marriage, life. Your own father probably once said something similar to you. It’s pretty simple guidance, but valuable in its wide applicability. Surprisingly, many people don’t “look” before…

Chess, Poker, Investing and Life

Doug Buchan, 3/2/2020 Allan Rufus, in his book, “The Master’s Sacred Knowledge,” says, “Life is like a game of chess. To win you have to make a move. Knowing which move to make comes with insight and knowledge, and by learning the lessons that are accumulated along the way.” The phrase “life is like a…

Market Volatility and the Coronavirus

2020 – 02/27 by Jared Kizer On Monday and Tuesday of this week, equity markets dropped significantly in response to renewed concerns related to the coronavirus. Over those two days, the global equity market¹ fell by 5.2% and is now down 4.0% for the year. In addition, interest rates fell to record levels, with the…

Educate Your Heirs

2020- 02/20 Connie Brezik  One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include passing along your ethics and values. You may have become knowledgeable about finance, investments, income taxes and estate planning because you have been successful and have had…

Does Your Financial Plan Need Attention? Try This

The BAM ALLIANCE, 2/4/2020 Another spin on New Year’s resolutions? Now? Well, it turns out the topic is more appropriate than it initially might seem, given that most people have already abandoned the commitments they made to themselves when the calendar turned. One frequently cited figure is that some 80% of such promises to eat…

Coronavirus: What should an investor do?

2020 – 02/01 John Garvey, Jr., CPA/PFS On Friday, January 17 – after a spectacular 40% runup that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,329.62. Two weeks later to the day – Friday, January 31 – the Index closed a little over three percent lower, at…

Three Upside-Down Investment Insights

1/27/2020 Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low, sell high. Don’t put all your eggs in one basket. That said, the best way to achieve these simple goals isn’t always as obvious. In fact, many of our…

Viewing Management Fees on Reinsurance Interval Funds Through the Correct Lens

Larry Swedroe, 1/22/2020 The reinsurance industry’s existence presents an opportunity for investors to add an asset, through participation in its business, with “equitylike” expected returns that are uncorrelated with the risks and returns of other assets in their portfolios (stocks, bonds and other alternative investments)—there is no logical reason to believe that losses from earthquakes,…

Make Life Easier in 2020

Connie Brezik, 1/16/2020 As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize? A friend recently mentioned that each year she…

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