Bear! Keep Calm…

By Lewis J. Walker, CFP® The Dow Jones Industrial Average hit an all-time high of 18312.39 on 5/19/15. On Friday, January 15, 2016, the Dow closed at 15988.08, down 12.9% from the high. The broader S&P 500 Index closed at 1880.33, down 11.8% from the all-time peak at 2130.82 on S/21/15. We’ve endured a correction,…

Is the American Dream Dead?

By Lewis J. Walker, CFP® Ruminating on our country’s state of affairs and the political focus on income inequality, the gentleman said, “I think the American dream is dead.” What, exactly, is the American dream? The term was coined in 1931 by writer and historian James Truslow Adams in his book, Epic of America.The American…

The Call of the Travel Bug

By Lewis J. Walker, CFP® As winter fades to spring, the travel bug bites…the open road calls! Travel dreams are high on most everyone’s wish list, especially when one ponders what money and time are for. As one who developed a sense of wonder and wanderlust at a young age, I offer a few travel…

Grow your practice by developing your administrative support team

By Clive Slovin From Investment News: In my travels to various industry gatherings in recent years, I have met with an increasing number of independent financial advisors — even some longtime veterans of the industry — plagued by the same problem. While they’ve built successful businesses and established many lasting relationships, their practices have hit…