The First Generation of Wealth

See how the Baby Boomers changed the economy, and what to expect as the even larger Generation Y begins to flex its muscles in today’s technological word.

Posted by Mike Williams
1 year ago / October 26, 2020

Mike is a Managing Director, starting his career in financial services for clients back in 1982. With nearly four decades of experience in all types of economic climates, he helps clients focus on a solid foundation while addressing all major aspects of a productive, long-term wealth management plan for them. An effective blend of logic, data, discipline and patience drives the team's goal to see clients take confident strides in meeting their wealth-building goals. Those efforts help address tax elements, estate issues, comprehensive wealth management and cash flow goals as well as significant areas charity work and tax-free income benefits, where applicable.

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Happy Thanksgiving to You and Yours

It is that wonderful time of year – a time for family and friends.   We send our very best wishes to you and yours for the highest of blessings this…

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It’s All Around Us

“Those who are not grateful soon begin to complain of everything.”

Thomas Merton

Good Morning.

Once again, sending along heartfelt wishes to you and yours for the very best of blessings on this Thanksgiving Holiday.  God knows, we all deserve it given the last nearly 24 months of confusion.  We send our best to you and again thank you for the opportunity to be of service.

Know that as 2022 beckons, we will work consistently for your interests.  We are grateful for the opportunity – and as always, patience will be the toughest part of the game as we let what is unfolding all around us continue to expand the horizon ahead.

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Happy Holiday Week!

“The investor’s chief problem, and even his worst enemy, is likely to be himself”

~Benjamin Graham

Good Morning!

Before we start into the boring stuff, we want to send our heartfelt wishes to you and yours for the most blessed and enjoyable Holiday Season.  Kicking off this week with Thanksgiving, we want to give thanks to you – as always – for the opportunity to be of service to you.  We are always extremely grateful and enjoy this time of year because we get to tell you that again LOL.

Have a fantastic week with Family and Friends!

And now…to the boring stuff

I know it’s boring because we keep having to tell how records are being set.  Yes, there will be a pause in here somewhere.  Yes, there will be a short window in the pathway ahead where you will swear market investments stink.  It will all be a required part of the pathway that is laid out in front of us all.  Like it or not, our economy is going to running at full tilt for an awfully long time.

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Fever Breaking?

“The stock market is designed to transfer money from the active to the patient.”

~Warren Buffett

Good Morning,

Closing out the Q3 earnings season has become a bit boring in its coverage.  My sense of things?  The media could find few monsters in a string of reports that consistently beat estimates, even as the “inflation war” rages on.  I suppose they realized the “scary stuff” needed to come from somewhere else, hence – yet another record-setting earnings season is quietly put to rest.

Expect more records – with a pause here and there along the way.

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Our Thanks

How do you say thanks for the things they have done? What words would sufficiently honor their bravery and sacrifice? What letter could we write to thank them for stepping…

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