Category: Authored

12 posts categorized as "Authored"

Dow Jones at 40,000!

June 11, 2019

by Joseph R Weiland, CFP®, Managing Partner When we invest in the stock market we are buying future profits of the businesses that we buy. If we invest across the entire market we are buying the future profits of the entire economy. The Price to Earnings Ratio (PE) tells us what we are paying to…

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The Gift of Perspective

January 29, 2019

by Joseph R Weiland, CFP®, Managing Partner One of the biggest gifts that a person can receive from a financial planner is perspective on what actions a person can make now to have the biggest impact on their future financial lives.  At different phases of our lives the importance of different actions changes dramatically. What…

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