Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Managing money is not for everyone. What are the seven things your kids need to know regarding money that keep them from becoming financially independent? Consider these seven...
The initial motivation for accumulating assets was to provide future opportunities during an elusive and vague future known as retirement. Creating future choices was the name of the game. Everyone loves options, but few love making decisions. When saving for...
People take risks every day. Some of them are more obvious like driving a car, but we forget the less obvious such as falling in the shower. There are four things you can do to mitigate your exposure to risk, including financial risk, (although that won’t help with...
These are complex and chaotic times forcing us to make decisions in less than optimal circumstances. Every investor has these challenges, but there is usually more clarity over economic stability. Today is a more significant leap of faith as we decide to either stay...
The opposite of tranquility is volatility. People are not alarmed when equity markets are volatile to the upside. When the markets turn south, however, investors flee from their serenity. The key to understanding volatility is understanding it is both the upside and...
I was recently asked questions about what the IMF is and what debts do we the US owe to the IMF? I share my reply here: To explain the International Monetary Fund (IMF), it is helpful to understand its beginnings. The IMF was established, as well as the World Bank,...
Headlines cause people to stop, take notice, and read. Headlines sell newspapers and get clicks online, but do headlines control your retirement accounts? The evidence says yes. Headlines drive markets. The current economic crisis has been driven by fear and caused...
Earlier this year, I opened up and talked about my personal path and how I got here. A few weeks later I ask just where in the hell “here” is. On one hand, consider me thankful for being four decades ahead of the curve on social distancing and also thankful for living...
By: Andrew Thrasher, CMT I have the great honor to serve as a Portfolio Manager for an RIA, the Financial Enhancement Group, in central Indiana. We serve families across the state as well as the country, helping them plan for and invest for the retirement and future...
Feelings of regret and frustration are not emotions I am accustomed to having. I make a point to discuss in this column and on my radio program that “things change.” Utilizing some of those changes could make a profound difference in your life. But how do you know...
A recent surge in temperatures had motorcycles heading to the streets. Long time readers may remember I logged more than 30,000 miles on the back of two Harley Davidson’s in my 30’s. Alas, those days have passed. A question was asked on my radio program about how to...
On December 20, 2019, a $1.4 trillion spending bill was signed into law in order to keep the government running. Tucked away inside this mammoth piece of legislation was the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This new law includes...
You’ve heard it all before: Women earn less money, take more time out of the workforce, and tend to outlive their male counterparts. Women and men also tend to have psychological differences as well, which can show up in their financial lives. Men tend to be financial...
This year I introduced my family to the Enneagram. The last 52 years of life seem to have come to pass without a moment's recognition of this wonderful tool. The Enneagram is believed to be a 2,000-year-old tool that explains from a personality perspective who we are...
Vacation season is upon us. We received a question last week regarding saving for a vacation, and it is one worth discussing. Can you use your Roth IRA for vacation expenses? The Roth option can be very confusing. The Roth concept, named after Senator Richard Roth,...
May started the way the old adage goes regarding stocks: “Sell in May and go away!" Lately, that has been lousy advice, but May 2019 was harsh. The Dow Jones Industrial Average had gone down for six weeks in a row - the first time in five years, according to Bespoke...
Challenges and opportunities will face us over the years. New career changes, learning a skill later in life are all changes, and sometimes those changes can be daunting. So you wake up one morning after 25 years on the job, and your boss shares with you that your...
Memorial Day 2019 will undoubtedly be a long remembered with the tornados that hit across the Midwest, including communities in Indiana like our neighbors in Pendleton. Our prayers go out to those most affected by the power of nature. Hopefully, there were still some...
Our very own Portfolio Manager, Andrew Thrasher, was quoted in U.S. News' article How to Choose Between ETFs and Mutual Funds! In this article, Andrew shares his insights on the important differences investors should be aware when it comes to ETFs and mutual funds....
It can be hard to admit a mistake or a problem to others, especially if you feel bad about your choice or believe you will face judgment. Embarrassment, regret, and a host of other emotions can spur decisions in the moment that we want to forget about in the future....
Regret is a daunting emotion. There are church sermons, books on self-forgiveness and a host of other ways to talk about events or decisions in your life that you wish had a different outcome. There was an article written about an end of life nurse named Bronnie...
There are differences between icons and legends. Icons are poster-children for something and legends something be it a feeling, process or product. Warren Buffet is an icon of value investing but didn’t invent the concept. The Lone Ranger invoked a feeling of justice...
As the New Year begins, individuals and companies alike will begin to implement new strategies and resolutions. The success of these new endeavors comes directly from getting started or what I like to call momentum followed by the resolve to be consistent and...
FEG's Managing Partner, Joe Clark, CFP, recently appeared on Anderson TV discussing the firm's new Anderson office and how our advisors help local families plan for their financial future. Disclaimer: Do not construe anything written in this post or this blog in its...
Spring is here and house shopping is underway. Exciting, anxious and traumatic are a few emotions for the first-time homebuyer. There are expectations and requirements well as acronyms and terms that are brand new to our vocabulary. There are ARM’s, fixed and...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] If you're like many of those at Financial Enhancement Group, you're always in search for the next good book to read....