Broker Check

Blog

We believe in taking our knowledge about investing and financial planning, and using it to educate our clients and our community. Dave Ramsey always says to "find someone with the heart of a teacher" when choosing investment professionals --we hope to convey this to you as you read our blog. 

Monday, November 11, 2019

Greetings! I can't believe there's only FIFTY days left in this year... Fifty days left in the decade, actually. Wow. I have some things I'd like to share with you this week: some thoughts on progress, a Buddhist Parable, and some...

Monday, November 4, 2019

Another week with more things to read and digest. Here are a few I wanted to share with you this week: Some Thoughts on Complexity, The "FAANG Factor", andYear-End Tax Tips. Enjoy! Adam Harding, CFP / Smartvestor Pro480-205-1743 If...

Thursday, October 31, 2019

What's scarier than GHOULS, GOBLINS, WITCHES, and GHOSTS? Not much is scarier than these things, but I have a few suggestions (Three to be exact). Enjoy! Adam Harding, CFP / Smartvestor Pro480-205-1743 If this is your first time...

Monday, October 21, 2019

This week I read, watched, and listened even more than usual; I give the credit to my 2 month-old son's newfound ability to sleep through the night for 9-10 hours.... Needless to say, I'm a new man. What stood out to me this week was...

Monday, October 14, 2019

This week I was inspired by some quotes from Steve Jobs, an article about Ultra High Net Worth Investors, and an instagram video featuring Ray Dalio. Enjoy! Adam Harding, CFP / Smartvestor Pro If this is your first time receiving this...

Show All

Monday, October 7, 2019

This week I was inspired to share some perspective on Value vs. Growth Investing, an Instagram post, and an invitation to attend a webcast hosted by a Nobel Prize-Winning Economist later this month. Enjoy! Adam Harding, CFP /...

Monday, September 30, 2019

This week I was inspired to share some long-run stock market data, a morbid quote from a famous economist, and a child crying while playing a board game. Enjoy! Adam Harding, CFP / Smartvestor Pro If this is your first time receiving...

Sunday, September 22, 2019

Thing #1: Chart & Video: Periodic Table of Investment Returns Source: Callan I keep a copy of this chart on my desk as a steady reminder of the wide dispersion in annual returns between asset classes from 1999-2018. When building an...

Sunday, September 15, 2019

Another week, another Three Things email...Topics include: longevity risk, a Word of the Day, and some thoughts on life insurance as an investment. Thing #1: Article: The Investor's Survival Guide To A Long Life Seeking Alpha Great...

Sunday, September 8, 2019

Here are the most recent Three Things that stood out to me this week: Global Diversification, Poetry (yea, poetry), and retirement distribution rates. Enjoy! Thing #1: Article: A Tale of Two Decades Dimensional Over the last several...

Sunday, September 1, 2019

I hope you're enjoying the holiday weekend. I've just been laying low, getting accustomed to the sleeping patterns of a 13-day-old baby, and, of course, writing out some thoughts around Three Things that stood out this week. Enjoy!...

Sunday, August 25, 2019

This is a pretty special version of my Three Things email series; I get to introduce you to my son. Enjoy! Thing #1: Clayton Jonathan Harding Mollie (my wife) and I welcomed our first child to the world on Monday August 19th at 6:40 am...

Sunday, August 18, 2019

Thing #1: Video: Recent Market Volatility Dimensional Fund Advisors Over the last 40 years, when the U.S. yield curve inverted as it did this week, the stock market was up 66% of the time 1 year later and 33% of the time 3 years later....

Sunday, August 11, 2019

As a wealth advisor to individuals like you, a business owner, an expectant father (baby boy due any day now!) and a full-time resident of the planet, I’m constantly reading, listening, and watching anything that I feel can add...

Monday, July 15, 2019

Image Cred: Kaboompics.com July 2019 Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A neighbor or relative might ask about which...

Thursday, June 13, 2019

Averages are…(wait for it)… Averages.June 2019 Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however,...