Money isn’t Scary!

on October 14, 2016

Halloween can be fun, or it can be scary. Generally, we can choose whether we want to focus on fuzzy black kittens and smiling jack-o-lanterns or go through extreme “haunted” houses and watch slasher movies. Of course, sometimes, truly awful things happen, and these stories leave us disturbed and shaken. Our money also can be…

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Planning at the End of the Summer

on August 25, 2016

By any measures that matter, summer is over. Vacations have ended, school has started, and OU football is in the air. It’s time to get back to work. Before the holidays become your next excuse, I want you to spend some time organizing your finances. Even though we work a solid forty hours A WEEK…

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Saving for a Sunny Day

on July 18, 2016

As part of my membership in the Financial Planning Association, they provide great articles that I can share. Here’s one for you to help you prosper! Peggy Getting Started … The first step in any investment strategy is to develop goals. First, check to see if you have enough reserve funds to cover emergencies or…

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What’s New at DM Wealth?

on July 7, 2016

Second Quarter Update! The second quarter was unbelievably busy at D.M. Wealth. I gave ethics seminars to our local Financial Planning Association chapter in Oklahoma City, the Garrett Planning Network online, and the Shareholders Service Group conference in San Diego. I also had a booth and spoke at the McFarlin UMC Senior Options Seminar in…

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Implications of NYSE Trading Restrictions

on November 22, 2015

The early reporting of the news from November 16, 2015, was surprising. As of February 26th, 2016, the New York Stock Exchange (NYSE) is no longer allowing accepting new stop or good ’til cancelled (GTC) orders. Additionally, any existing orders will be cancelled as of that date. The link to the NYSE announcement can be…

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