April 12, 2021 – Featuring Kent Schmidgall, Wealth Advisor Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and disciplined investors. What has been surprising to me, however, is the number of inquiries I have received over the years raising concerns…
March 5, 2021 – Featuring Aaron Vickar & Dan Sullivan It’s easy to think of life insurance planning as transactional in nature, and many times simply a commodity of necessity. You need to cover a financial risk, so you purchase life insurance to eliminate or mitigate that risk. That’s the end of the story, right?…
December 11, 2020 – Featuring Larry Swedroe “The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett While having a well-thought-out investment plan is a necessary ingredient for a successful outcome (while one can get lucky, the odds are against it), it’s not a sufficient one. The sufficient ingredient is having the patience…
March 2, 2021 – Featuring Jared Kizer, CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
February 16, 2021 – Featuring Jared Kizer, CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
February 5, 2021 – Featuring David Ressner Knowledge is power. That fact applies to so many parts of life, especially college planning. Until recently, college admissions and financial aid were black boxes. But lately, light has been shone into that box. You can take advantage of that knowledge, rather than being taken advantage of, when…
February 5, 2021 – Featuring Tim Mauer, CFP® I’ve got some good news. You’re not crazy. That’s the message of one of my favorite books of 2020, “The Psychology of Money,” written by Morgan Housel and inspired by a popular blog post he wrote in 2018. It’s a compelling read and the book offers many great lessons,…
February 1, 2021 – Featuring Jared Kizer From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
January 8, 2021 – Featuring Connie Brezik Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your clients and customers. These changes may…
January 8, 2021 – Featuring Jeffrey Levine, Director of Advanced Planning at Buckingham Strategic Wealth When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much as possible as early as possible.” Certainly, taking such action is often one of the…
December 28, 2020 – Featuring Jeffrey Levine From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
November 20, 2020 – Larry Swedroe The greatest advantage from gambling comes from not playing at all. — Girolamo Cardano, 16th-century physician, mathematician and quintessential Renaissance man ◊ This tale is part of LARRY SWEDROE’s Investor Tales series. Like all the tales, unless otherwise specified, they are hypothetical examples designed to educate the reader on…
December 4, 2020 – Rob Ziliak, Chief Experience Officer When it comes to the weather, our attentiveness is usually short term and myopic; we often fixate on this week’s forecast wherever we are located. Periodically, we may look at a slightly longer trend, such as how the hot, dry summer may impact the availability and…
December 4, 2020 – Zach Novak Can you think back to your formative years and bring to mind a gift or two that you still recall fondly to this day? Now fast-forward back to your adulthood. I’m sure we’ve all noticed how difficult it can be to replicate those types of gifts for children and…
December 4, 2020 – Kurt Wunderlich As the great Biggie Smalls once said, “Mo money mo problems.” But is that true? Or do people just not use the money they earn and save correctly? How can we use money as a tool to increase the level of overall joy and contentment in our lives? What…
