Storms Ahead? 3 Things You Can Do Now!

Posted by Creekmur Wealth Advisors on 9:00 AM on October 5, 2021

It's natural to feel uncomfortable at times like these. But, you have resources available to help you navigate!

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Topics: Investing, market volatility, Stock Market

Storms Ahead? Here's What You Need to Know.

Posted by Creekmur Wealth Advisors on 9:15 AM on September 28, 2021

The stock market has been a little crazy! Are storm clouds on the horizon?

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Topics: Investing, market volatility, Stock Market

Six Secrets to Becoming a Smart Investor

Posted by Creekmur Staff on 9:00 AM on August 3, 2021

In a perfect world, logic would always guide our financial decisions. Emotions wouldn't come into play. However, we don't live in a perfect world. . . far from it.

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Topics: Invest, Investing, emotions in investing

Insurance When You Marry After 40

Posted by Creekmur Wealth Advisors on 8:30 AM on July 6, 2021

When you marry, you buy life insurance. Right? You buy it out of consideration for your spouse, and also realize that in the event of either your untimely death or your spouse’s untimely death, your household could be left with one income to shoulder expenses that may not lessen.

These days, people are marrying later in life. Take first marriages, for example. A recent study by the Pew Research Center says the median age for marriage in America is now 30 for men and 28 for women, compared to respective median ages of 23 and 21 in 1968. Today, 16% of us are waiting until at least our late forties to marry.1,2

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Topics: Build True Wealth, Insurance, Insurance policies, Investing, Life Insurance, Newlyweds

Enjoy your Blessings While Navigating the Bumps!

Posted by John Creekmur, MBA, CFP® on 9:00 AM on June 30, 2021

This summer we have plans to take a few days off here and there to relax and spend some time with family – always a good thing to do during the summer months! One of these occasions included a long weekend in Park City, UT which is one of our favorite places in winter and summer. My son Alex wanted to take a mountain biking trip and, although I haven’t ridden a bike in quite some time, I agreed to tag along. Overall, it was a good experience and a beautiful day in spite of the downhill tumble that I took! Get the “full” story in my video below!🚵

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Topics: Build True Wealth, Investing, From John's Desk

Are You Riding the [Market] Wave?

Posted by Creekmur Staff on 9:00 AM on June 22, 2021

Learn the 3 R's to help you prepare for market volatility

 

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Topics: Investing, Investments, Investments and risk, emotions in investing

6 Accounts To Build a Solid Financial Foundation

Posted by Creekmur Staff on 9:00 AM on May 11, 2021
It's time to “get your financial house in order.” But, what exactly does that mean? 

There's a lot that goes into the process of getting your finances in order, but the first step is to be sure your financial house is built on a solid foundation. This means that you have six fundamental pillars (accounts) in place that are designed for sustaining your financial well-being and creating wealth. 

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Topics: Financial Planning, Investing, saving and investing

True Wealth Values - Are you distracted by the squirrels?

Posted by John Creekmur, MBA, CFP® on 9:00 AM on April 14, 2021

One of my favorite movies of all time is UP. The story is about an older man who is on a journey to save his property from developers who want to tear down his beloved home. At one point in their travels this gentleman and his boy scout companion encounter a talking dog.

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Topics: Build True Wealth, Investing, From John's Desk

True Wealth Values - Live with a Spirit of Gratitude

Posted by John Creekmur, MBA, CFP® on 1:00 PM on March 24, 2021

Human nature is so interesting! I love to watch people, and I love to see their reactions as they are going through life. When they’re at Walmart (that’s interesting!) Out grocery shopping. With family. As you observe people in various situations you see all types of emotions and reactions.

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Topics: Build True Wealth, Investing, From John's Desk

Should I manage my own investment portfolio?

Posted by Creekmur Staff on 9:00 AM on March 11, 2021

We live in a "do it yourself" world. There are television networks and countless websites dedicated to learning how to "DIY" tasks that previously one would pay to have done for them.  

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Topics: Investing, Investments and risk

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