Thankful vs. Grateful

Bottom Line: Being Thankful and Grateful are both positive things.

Simply saying “Thank you” out loud is hard without somehow smiling either inwardly or outwardly. Try it! But say, “I am grateful for X” whether it is for a person, place or thing,and it likely brings an even deeper feeling.Perhaps that is why in the science of happiness (yes, there is a whole branch of science around happiness) the concept of gratitude is central.

thank you text on black and brown board
Simply saying “Thank you” out loud is hard without somehow smiling either inwardly or outwardly. Try it!

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Market Volatility & the Fighting Irish

You may laugh, but most of my readers know that I hail from the University of Notre Dame. The Fighting Irish. I fully realize that there is not a lot of in-between with “ND”: people either love them or hate them. Regardless, a thought occurred to me this week – a short thought that I believe critical to the mindset of investing.

ND 11-0As most of you know, and several may not, Notre Dame is undefeated in football so far this year at 10-0. Or as we Fighting Irish refer to it, “uNDefeated“. This past week, in a conversation with an insightful college football observer, it was pointed out to me that “you ND fans don’t care about anything except Notre Dame… you don’t seem to know or care about what else is going on around you or with other schools in the pollHe couldn’t have hit the nail any closer to the center of the head. Continue reading “Market Volatility & the Fighting Irish”

Thank You Veterans

flag of u s a standing near tomb
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It takes less than a minute to say Thank You on this Veterans’ Day to all branches of the US military for their years and lifetimes of service in protecting us Americans and our way of life.

To my clients and friends who are serving and have served our country, I am grateful each and every day to you and your families for your many, many sacrifices and your bravery. God Bless America.

Thank you for reading and Have a good week!

Kerrie

14 Numbers that May Surprise You

This is a re-run of a TGIF 2 Minutes article that appeared in May 2018, with a few updates.

The following are from a recent article in the Journal of Financial Planning* – and they are not snoozers! In fact, several truly surprised me. Check ’em out. All from formal surveys.

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5 End of Year Questions

It is nearing year-end and I cannot emphasize enough how important it is to double-check certain items NOW. The best financial advisers can and should be drawing your attention to these items in order to make your year-end easier and less stressful. 

Here is a list of questions I review annually with clients:

black calendar close up composition
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