by admin | Oct 18, 2021 | Restylement
Restylement \rē stīle ment\ verb : an instance of reshaping or rearranging what you do and how you do it. Often referring to life and taking into account the time you have, money, and significance. — see also take control, change directions, retire, choose...
by admin | Jul 3, 2018 | Capstone, Changing Times, Restylement, Retirement
By Jamie Cornehlsen In 1999 a man sat comfortably as he watched the stock market rise. Due to his aggressive investment strategy, his wealth had doubled. He looked at his retirement, thinking he could do more than he ever imagined. Today, 19 years later, his portfolio...
by admin | Jun 21, 2018 | Capstone, Restylement, Retirement
In speaking with clients, I have noticed that most find it hard to conceptualize how much they will spend in retirement. To get a better idea of an actual number, my associate, Ted Schwartz conveys the following concept to clients. To begin, think about your...
by admin | May 30, 2018 | Capstone, Restylement
All wet and warm Not ten miles away Approaching My Mexican home John Prine, Mexican Home By Ted Schwartz Well, some of my best friends love golf. I can sort of understand it and believe you should pursue it if that is your passion. Golf is just not in my genes...
by admin | Dec 15, 2016 | Restylement
By Jamie Cornehlsen, CFA® We are all meant to live a life of significance. There are times when that idea is tested. I was reminded of this recently while listening to my favorite quarterback relinquish his place on his team. It was not his choosing, nor anything...
by admin | Dec 3, 2016 | Restylement
By Ted Schwartz, CFP® For those of us old enough to remember black and white TV, Fess Parker is etched into our memories as Daniel Boone on the hit TV series of the same name. He also portrayed Davey Crockett, so…those of us who sometimes confuse the two frontiersmen...
