Learning to Run Downhill
Submitted by ADVISOR.INVESTMENTS on February 27th, 2021
DIS and DAT - Learning to Run Downhill - February 2021
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Blog
Fear of Success
Submitted by ADVISOR.INVESTMENTS on September 30th, 2020
DIS and DAT - Fear of Success - September 2020
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
“Too high, Too High” Major League Movie
COVID-19 Tax Return Filing and Payment Relief and Cares Act
Submitted by ADVISOR.INVESTMENTS on April 7th, 2020
03/31/2020
We hope this writing finds you in good spirits and staying safe from the Coronavirus (COVID-19). As you know, we are living in some very taxing times and I mean that literally. Since the pandemic, things in the tax world and each of our personal lives have been very fluid and feels as if they are changing daily.
Fear.
Submitted by ADVISOR.INVESTMENTS on March 25th, 2020DIS and DAT – Fear. - March 2020
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
”We are not in Kansas anymore”
The wizard of Oz
Fear?
Submitted by ADVISOR.INVESTMENTS on January 28th, 2020DIS and DAT - Fear? - January 2020
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
“We simply attempt to be fearful when others are greedy, and greedy when others are fearful.”
Warren Buffett
Just Can’t Take It Anymore
Submitted by ADVISOR.INVESTMENTS on October 8th, 2019
Dis and Dat | Investment Commentary September 2019
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Just Can’t Take It Anymore
“NO, we ain’t gonna take it.”
What You May Not Know About Your Westlake Chemical Benefits
Submitted by ADVISOR.INVESTMENTS on August 27th, 2019
Westlake Chemical provides a full suite of benefits from medical and dental to disability, 401k savings plan, and life insurance. We have found that clients are most curious to learn about how to integrate their current savings rate and 401k match into their overall financial situation and eventual retirement preparedness.
What to do if you get a social security IRMAA letter
Submitted by ADVISOR.INVESTMENTS on July 24th, 2019Do you know what IRMAA is and how it may impact your Medicare Part B and Medicare Prescription drug coverage premiums? If you stick around until the end, I’ll tell you 3 things to do to avoid getting hit by IRMAA.
Should I take my pension as lump sum or monthly payment (or both)?
Submitted by ADVISOR.INVESTMENTS on May 15th, 2019
If retirement is on your mind, the big question probably goes something like this, “Should I take my pension as a lump sum or a monthly payment?” In this article we’re going to look at a hypothetical company’s pension plan benefits and help you figure out if you should pursue the pension plan or the lump sum options.
The Making of an LC Wildcat: Interview with our own Shantelle Palermo
Submitted by ADVISOR.INVESTMENTS on April 25th, 2019
We recently found out that Shantelle Palermo, a team leader with our company, will see her son off to college this fall at Louisiana College at Pineville. He’ll be playing football for the Wildcats!
