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The Impact of a Potential Recession From the naked eye, the financial markets look concerning. The S&P 500 is coming off its worst week since the early days of Covid-19 in 2020 and has officially entered into “bear market” territory, inflation is at a 40-year high, and interest rates are rising fast. Are we headed …
June 18, 2022 Howdy again everyone – Aubrie here! I don’t like to stay still for very long, but my dad told me that a lot of you have been asking about me, so I figured it was time to say hello again. I’ve done a lot of growing over the past few months! Running …
I’m frequently asked by clients, “Aaron, I want to give back, but outside of Salvation Army or my church, what are some good charities and how should I donate?” That is a tough question for me to answer. There are so many amazing charities that do great work in their field. Typically, a unique life …
For the Charitably Inclined – Follow Your Passion Read More »
Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are then faced with the challenge of overcoming certain biases that can often hinder their long-term success. The behavioral bias I see affecting investment choices most at the beginning of a new client relationship …
Endowment Effect – The Tendency to Prefer What We Already Own Read More »
March 14, 2022 Hi everyone! After talking with Archer & Wally recently, they told me that I should continue their tradition of sharing life’s insights from my unique perspective. I see the world from a whopping two feet seven inches high, so it’s a little different from down here! Apparently, there are a lot of …
As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who have gone through our developed and refined process during the last 5-7 years, we have been a big believer in adding a fixed-indexed annuity (FIA) to a retirees’ portfolio as a proxy for …
In the financial industry, the focus is frequently directed towards technical information – tax rates, stock valuations, price to earnings ratios, alpha, beta, etc. Obviously, these metrics are an integral part of building a well-rounded investment portfolio and financial plan. However, what isn’t discussed as often in the media or in general, is the behavioral …
Delayed Gratification – Why is it so hard to wait for what we want? Read More »
Cryptocurrencies have been a hot button topic over the past 12-18 months. We are often asked casually if we believe in crypto as a viable portfolio addition or not. Opinions online and through the media vary widely, but clarifying some crypto facts will hopefully answer some of the questions “floating” around online (just like the …
Watch the video below from Aaron Simpson, Owner and President
After receiving so many encouraging e-mails & phone calls over the last few weeks inquiring about Aubrie’s NICU stay, we have a positive update to share – she’s home! Megen & I joke that we’ve seen enough hospital to last us a lifetime, but we were so thankful for how incredible all the NICU nurses …