Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the…
Making Cents: Is Retirement All It Is Cracked Up To Be?
According to a business owner who recently failed at retirement, ‘retirement isn’t all it’s cracked up to be’. For this individual, it wasn’t about the money, it was about the feeling of loss once he wasn’t the boss and in control. He felt as if his purpose in life had simply disappeared. This is more…
Making Cents: Real World Finance for your College Graduate
As another college graduating class enters the real world, please use this opportunity to give them the only formal lesson they likely didn’t get in college. That lesson is real world finance 101 and how to live fiscally responsibly and within your means. There are many new grads looking for work related to their newly…
California Dreaming
What a week my wife Deidre and I had visiting beautiful southern California. We were in town for one of my cousin’s weddings and decided to go the week leading up to the wedding as a small vacation. Staying at my grandparent’s house in Vista, we certainly made the most of our time. Here is…
Making Cents: Sometimes Irrevocable Is Good
When it comes to implementing an estate plan, the word irrevocable is a common part of the discussion. While it may sound scary to do anything irrevocable, in estate planning there are several instances where it may make sense. The first of these may be for asset protection purposes. When assets are left outright to…
Market Update April 3, 2024
As we continue to do on an occasional basis for our Napier Financial newsletter readers, we’re sharing some brief high-level perspectives from our investment team’s vantage point on what’s recently taken place in markets and our investment outlook ahead. Since last January’s investment update, stock markets have pretty much gone nowhere but north. The reasons…