20 second advisor

Financial insights and tips...all in 20 seconds

20 Second Advisor: Lesser Goals and Sugar

Melinda posted a very inspirational piece last week on resolving to challenge yourself for your 2024 goals. And I hope our clients are motivated to do achieve something great in 2024! My resolution story, sadly, is not about greatness, although I feel it is a challenge for me. My personal weakness recently is sugar. I…

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20 Second Advisor: Resolve to Challenge Yourself!

It’s that time of year again! Surrounded by delicious holiday leftovers, generous gifts unwrapped and a little extra down time, we can pause and reflect on the new chapter that will unfold in 2024.  Have you made resolutions in the past that have fallen short of their goals? Who hasn’t? Yet this season of holiday…

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20 Second Advisor: Why you may not want to mirror the S&P 500 (hint: it’s not as diversified as you think)

Many investors are heavily invested in the S&P 500. The S&P 500 is an index that tracks the 500 largest publicly traded companies in the U.S. A lot of investors may mistakenly think, “I own 500 stocks so I’ve got plenty of diversification.” What investors may not realize is that the S&P 500 is a…

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20 Second Advisor: It’s The Little Things

On the way to my daughter’s softball lesson last night, we were talking about her long term goals as a player. We talked about all the seemingly little and often hidden tasks that add up to the end result we want. When we watch someone who is good at any sport, we are seeing the…

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20 Second Advisor: Putting the Positive After the “But”

There are many reasons folks can feel a bit out of sorts during the holiday season. Some folks are missing family and friends, some are extra harried, some have health issues and some are dealing with loss. It’s easy to think “I have a lot to be thankful for, but ….” and list all the…

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20 Second Advisor: Gratitude

Gratitude is a word we all hear in November. We are so grateful for family and friends and the ability to come together to celebrate the holidays. We are grateful for our health and jobs, our hobbies and relationships. The list is endless of what we are grateful for, but did you know that the…

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20 Second Advisor: Gift stock at year end to save TWICE on taxes.

As we get into the holiday season, in addition to celebrating and gathering with family, it’s also a great time to reflect on all we’ve been given. Hopefully, you’ll see the abundance in our lives (namely, our clients have food, shelter, clothing, and enjoy relative peace in our country). If you decide to share some…

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20 Second Advisor: 5 Things To Do BEFORE 2024

One of the best things we did as a family this year was automate monthly savings for a big financial goal. We went from “hoping” it would happen to seeing real progress every month. It felt great, and we want that for you! Here are some things you can do now to make progress: I…

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20 Second Advisor: Being a Contractor’s Fool

After 20 years in the same house, our kitchen cabinets had seen better days. While the insides and basic structure were still okay, the white doors were overlaid with some kind of thermal layer that started peeling off at the corners. I’m kind of frugal, and have a misguided view of myself as handy, so…

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