06 Nov 2014
November 6, 2014

Market Observations

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All major asset classes with the exception of the NASDAQ and long term Treasury Bonds experienced losses during the third quarter.  See Chart: 3rd Quarter Performance YTD Performance (Oct 27th) DJIA -.0013 1.46 S&P 500 -.0070 6.13 NASDAQ 2.91 7.41 Foreign -7.33 -7.77 Emerging Mkts -5.83 -2.62 Commodities -9.34 -4.10 Real Estate -3.53 21.82 Russell.. read more →

01 Aug 2014
August 1, 2014

Conflicted

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My daughter recently returned from her bi-annual Mexico mission trip.  Since she was about 6 years old she has joined other kids from her youth group going to the Tijuana area to work in orphanages and a women’s shelter sponsored by our church.  I am very grateful for her involvement in the program and the.. read more →

03 Jul 2014
July 3, 2014

The Journey

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My wife is a very sweet person with many friends.  The other day one of her lifelong friends stopped at our home while traveling from central Florida to her new home in Oregon.  She used GPS to find her way into our neighborhood with no problems, especially since she had made the trip several times.. read more →

Here is an interesting article about human behavior in investing and the economy. Follow the link for a few of the big lessons.: http://www.fool.com/investing/general/2014/06/11/im-just-now-realizing-how-stupid-we-are.aspx#.U58segSPf2I.email -Willis Mashburn read more →

When I first began my career as a financial advisor working in a national brokerage firm one of the first tools I learned to use was a software program for “financial planning”.  I collected answers to a defined series of questions which I then loaded into the program.  What came back was impressive, because it.. read more →