Highlights from my latest newsletter, “Money Matters”
on April 10, 2017
Every quarter, I write a newsletter that updates what’s new at D.M. Wealth Management, Inc., summarizes and analyzes stock market and economic data, offers a financial planning article, and shares pictures. This week, for my blog post, I’m providing a copy of the update letter and the pictures. If you want to subscribe to the…
Read More | CommentFinancial Adviser or DJ? If They’re Not a CFP(r) Pro, You Don’t Really Know!
Turning 30 and Getting Serious About Finances
on March 27, 2017
(This article is provided by the Financial Planning Association for consumers.) Throughout her 20s, Nancy Corwin dreaded the day she turned the big 3-0.1 Then the day finally came—and went. “And it was no big deal,” said Nancy. “It was really sort of a letdown after all that worrying,” she joked. One thing did change…
Read More | CommentThree Months Into Your Financial New Year’s Resolutions
on March 20, 2017
This is the first week of spring, and those 2017 New Year’s Resolutions are likely small images in your rear view mirror as you are pointed directly toward warm weather. One reason we abandon our resolutions is that we begin to fail at them pretty quickly. Once a month or two has passed since we…
Read More | CommentA Fee By Any Other Name…
on March 13, 2017
is still a fee. A common area of confusion for clients is exactly how financial professionals get paid. Sometimes, it can even look as though the adviser is working for free. However, let me promise you that they aren’t. Today, I’d like to explain some of the more common ways financial advisers are compensated.
Read More | CommentProsperity Points When the Weather Turns Nasty
on March 6, 2017
As people living on the plains, we are used to bad weather. We keep an eye to the sky, and we flip the radio or television to a local station if the horizon begins to darken. At those times, it’s usually too late to take any proactive financial actions that could help. So now, when…
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