Does history repeat itself in the stock market? What's happened in the past doesn't necessarily reflect what's going to happen in the future, but it does give us a barometer and a reason not to[…]
Dan Searles
Recent Posts
Our founder, partner, and financial advisor, Dan Searles CFP®, RFC®, CEP®, LUTCF explains what a financial planner does using examples from his family life. If you’ll allow me the grace of an[…]
So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]
Hello everybody, it's been a while since Avi and I have met with you, but she wanted to make a Christmas video, and I thought that was a great idea. Happy Holidays, Merry Christmas,[…]
Today I want to clear up a misnomer that I hear all the time. I get asked... "What does a financial planner do?" "Can he get me out of the market and keep the stock market crash from[…]
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a relief bill passed by Congress in late March 2020 to provide economic relief to Americans during the current pandemic[…]
Let’s explore how to establish Sustainable, Stable Retirement Income Portfolios Growth We all want growth in our portfolios and, ideally, that growth at least exceeds inflation. If you don't[…]
I was fortunate to have the opportunity this week to interview Fran Tarkenton, NFL Hall of Fame quarterback and successful entrepreneur and TV star. We were discussing "Surviving Difficult[…]
Hi folks, this is Dan Searles. I guess we're all wondering if we're in the middle of a zombie apocalypse here. I don't think we are. The economy has gone through real problems like this[…]