Holiday Message

Grandma Built Her Fortune in the Market (to the tune of Grandma Got Run Over by a Reindeer)

Grandma built her fortune in the market, Explaining her success on Christmas eve, You can say there are quicker ways to riches, But as for me and Grandpa, we believe.....

It's a Most Wonderful Time to Invest by Nate Eads, CFP®

(to the tune of “It’s the Most Wonderful Time of the Year”) It's a most wonderful time to invest, Stock prices have fallen, Should I go all in, or continue to divest?

Closing Bells (to the tune of Jingle Bells)

Past year no major falls The market’s on the rise Despite the bears’ crash calls It reached 66 new highs Inflation, will it last? Only time will tell How hard it is to make...

White Christmas 2020

I’m dreaming of a white Christmas, just like the ones I used to know, where businesses are thriving, when customers start arriving, and the economy is back on track...

Who’s To Know, Who’s To Know, Who’s To Know?

Oh the weather outside is frightful But US stocks have been delightful Will the market continue to grow? Oh the weather outside is frightful...

Stick With Your Plan (To the tune of “Up on the Housetop”)

Tax reform enacted, to start the year January markets kicked to high gear February came and stocks quickly fell What to do now, should we buy or sell? Ho, Ho, Ho!

T’was the Night Before Christmas

T’was the night before Christmas, as I readied for bed, Events of the past year, running all through my head. It is amazing how fast the year has gone by, Like reindeer...

Frosty the Saver

Frosty the Saver Was a humble happy man With a modest job And 401K and A written financial plan Frosty the Saver Lived well within his means His credit was...

The Grinch

Every Who down in Who-ville saved and invested a lot… But the Grinch, Who lived just north of Who-ville, did NOT! The Grinch hated saving! He preferred to spend...

T’was the Night Before Christmas (2011 Version)

Twas the night before Christmas, a time full of cheer As I started to reflect, on the events of past year It has been a bumpy ride, in the markets and news Bombarded...

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