Miyamoto Musashi is one of history’s greatest swordsman. He wrote the Dokkodo, 21 principles for living a disciplined life. While swordsmanship and finances may not have much in common, you can apply some of these principles to your life.
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined life of self-reliance. While swordsmanship and...
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist. Learn which of Musashi's principles can be applied to help you reach your financial goals.
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined life of self-reliance. While...
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Here are 21 principles for living a disciplined life of self-reliance. Follow the tips below to learn from the master.
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While swordsmanship and finances may not have much in common, you can apply some of these wise principles to your financial goals.
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As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:1....
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To better get ahead financially: create a budget, invest now, be smart about your taxes and open up a Roth individual retirement account.
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It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just gifting, it’s essential to set your budget now. You may likely...
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Staying on Top of Your 401(k) Can Pay Dividends Don’t just set it and forget it – tips for looking after your retirement money Lots of investors never bother to check on their 401(k) regularly. But you should keep a...
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The EITC was enacted in 1975, yet 20% of eligible taxpayers fail to claim it The Earned Income Tax Credit (EITC) is a federal tax credit that can provide great benefit to families. According to the IRS, in 2019 alone, approximately 25...
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Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...
Read MoreThe Super Bowl indicator suggests that stocks rise for the full year when the Super Bowl winner comes from the original National Football League (now the NFC), but when an original American Football League (now the AFC) team wins,...
Read MoreRecent U.S. economic data have been sending a lot of conflicting signals, and Wall Street’s economic outlook is more clouded than at any point of the cycle. Because of this, we thought we’d provide some direction from Main...
Read MorePurchasing homeowner’s insurance is not only critical for protecting your home and personal property against any potential liability; if you have a mortgage, your lender will require it. WHAT’S COVERED A homeowner’s...
Read MoreForty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not investing, but with important long-term...
Read MoreThis modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...
Read MoreHow much do you really know about your employer-sponsored retirement savings plan? If you're like many people, you have many ideas about how your plan works, which may or may not be entirely accurate. To gauge your knowledge, take...
Read MoreMany Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what...
Read More1. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally...
Read MoreMaking decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...
Read MoreRisk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's especially important for business owners to understand the digital risks they face....
Read MoreS&P 500 Index Reaches Bear Market on an Intra-Day Basis. While the S&P 500 Index is technically not in a bear market by the most widely used definition (20% or more decline based on closing prices), it is important to recognize that...
Read MoreThere's no doubt about it — going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties...
Read MoreConventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake. Though there's no foolproof way to handle the ups and...
Read MoreSo far it’s been rough for stocks in December, a month that has historically been bullish. How bad has it been? After 10 trading days, we’re off to the worst start to December since 1980! In fact, the S&P 500 Index is...
Read MoreMassive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit...
Read MoreEveryone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counter intuitive, but it may be possible to have too much of a good thing. Over time,...
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No matter how much money you make, completely mastering money early on in life can help you potentially achieve what everyone wants: a financially comfortable today and a financially secure tomorrow. Mastering money in our society can...
Read MoreMost Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no...
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Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counter intuitive, but it may be possible to have too much of a good thing. Over time,...
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The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress...
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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are...
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Technology has not only shrunk the tools we use, but it has also given small businesses the power to operate like big businesses. Technological tools can help small businesses get better organized, efficiently manage their finances, or...
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An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a...
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You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge....
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We are pleased to announce the release of the LPL Research Outlook 2019: FUNDAMENTAL: How to Focus onWhat Really Matters in the Markets, filled with investment insights and market guidance for the year ahead.After nearly 10 years of...
Read MoreKeeping good business records will not only help you stay in business but may also help you increase profits. Your business records let you analyze where your business is and where it's going. They point out potential trouble spots and...
Read MoreMen and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer.1 Therefore, women must focus on the concerns that are...
Read MoreWhen it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That's important because it means that there's a greater chance that you'll need your assets to last...
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More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...
Read MoreThe baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress...
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This question is being asked a lot following last week’s midterm election results, in which the Republicans held onto the Senate and the Democrats claimed control of the House. In one sense, these results may not matter for U.S....
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Speculators who built the biggest net short position on record in 10-year Treasury futures have reversed course. As shown in the LPL Chart of the Day, non-hedging traders’ net short position in 10-year futures decreased for five...
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Speculators who built the biggest net short position on record in 10-year Treasury futures have reversed course. As shown in the LPL Chart of the Day, non-hedging traders’ net short position in 10-year futures decreased for five...
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This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...
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Stocks just had their worst one-day drop since February, as a combination of higher bond yields, U.S./China tensions, nervousness over the upcoming midterm elections, six straight months of gains, and worries about peak margins this...
Read MoreThere’s an alarming difference between perception and reality for current and future retirees.
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Many parents teach their children the ABCs at a very young age, but do they teach them the ABCs of good credit? At certain points in life, everyone must deal with banks, loans, credit, and finances. You may have learned your lessons...
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Many parents teach their children the ABCs at a very young age, but do they teach them the ABCs of good credit? At certain points in life, everyone must deal with banks, loans, credit, and finances. You may have learned your lessons...
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A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...
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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...
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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...
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It's an honor to be recognized for the work we do to support our clients, our employees and the Dallas, TX community. At Silver Sail Wealth Advisors we are committed to providing independent financial advice that helps clients work...
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It's an honor to be recognized for the work we do to support our clients, our employees and the Dallas, TX community. At Silver Sail Wealth Advisors we are committed to providing independent financial advice that helps clients work...
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It's an honor to be recognized for the work we do to support our clients, our employees and the Dallas, TX community. At Silver Sail Wealth Advisors we are committed to providing independent financial advice that helps clients work...
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It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater sense of personal satisfaction. Here are five tips to follow...
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Five Money Rules to Live By Evergreen principles for finding financial balance It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity...
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College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles....
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College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...
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The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...
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The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...
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The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...
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Tips for making a memorable family vacation.
Read MoreYou've saved for your child's college education through the years, helped your child research schools, and supervised the application process. Now, thankfully, your child is in college. But you probably can't disappear just yet--there...
Read MoreA successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...
Read MoreDon’t fall victim to common investment mistakes. This is a...
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Qualified plans, such as a 401(k) plan, offer excellent benefits for small business owners. These plans can provide a multitude of tax advantages that combine to deliver far more tax leverage than most people may imagine. Here is a...
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A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...
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