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“I have about $100k in a fund bought in the ‘90s at $20 - $30 per share. For the past several years it’s been hovering around $80 to $100 per… Read Article
Once again, the Invest in You ladies have blown us away with their generosity—and this time, with their dance skills, too. We had fun doing Zumba together March 27, 2023.… Read Article
Mike Dooley is a very interesting writer and creator of Notes from the Universe. While his style is very 21st century most of his thoughts are grounded in the Creator. … Read Article
“I really like your show and this is my second question to you. I think the inheritance tax in PA is 15% for non-relatives. Can someone who is leaving their… Read Article
Reflections As most of you already know, I joined the MtM family in January after about seven and half years with Fidelity Investments. In my short time so far, I… Read Article
Does this letter find you a little sad? Maybe a little down? Maybe feeling a little blue? Depressed? Discouraged? Is it the winter blahs? Not likely. It is likely the… Read Article
This January’s List is for the 93% This time last year, I sent you a letter that listed 12 actions I suggested you take to make your 2022 the best… Read Article
Sharing Gratitude & Alphabet Soup: RICP, IIY, POA, ETF Focusing on the High Points of 2022 During the Christmas season and as we flip the calendar to January, it’s human… Read Article
Several years ago, I wrote my December newsletter to all of you and came to this segment sharing words as powerful tools for American freedom. At that time, I was… Read Article
From our More than Money family to you and your family we wish you the Merriest Christmas season and a healthy, happy, prosperous New Year. You may be a client… Read Article
