Health and Wealth: How do they affect each other?

Just for a moment…consider…and ‘Be’

  • Wealth: You want cash flow for life? Create a DIY plan. Those with plans typically do better than those without. Then consider having an expert second opinion. Create then improve. Consider it ‘fact checking’
  • Health and Happiness: Are you happy both going to and coming home from work each day? Consider answering this question. Does your current work create or drain your life energy units? Does being at home recharge or discharge you? 
  • Health: Ensure you have the proper team in place: Should consist of at least the following five: 1. Cheer Leader, 2. Mentor, 3. Coach, 4. Friend and 5. Peer. We believe you should not combine as it is not nearly as effective.
  • Wealth: “The stock market is a device for transferring money from the impatient to the patient.” - Warren Buffet How are you benefiting from this wisdom?
  • Wealth: One more quote, because it’s again Warren Buffet: “We always live in an uncertain world, what is certain is that the United States will go forward over time.” Are you on board?

Can you contemplate both the danger and opportunity around you at this moment in time?

The global economy is run off the tracks, the trains are flat on their sides; and our medieval government did it for us. Because they thought we wanted them to “do something”. Throw a few trillion dollars at the problem and add to their pockets at the same time. The cure maybe indeed worst than the bug. Back to normal is not just airlines and cruise ships but our government by the people and for the people.

The danger of CV19 should scare you…its lethal

The danger of too large a government should really spook you…it’s…even more deadly.

The opportunity to invest wisely now should excite you.

Here is why? What if you woke up one day and your competitors were just gone. Say, because of a meteorite shower got them before you. But, you are still standing. What should you do? That’s right, seize the once in a lifetime moment and use some of your dry powder (capital). If you have some because it is part of your comprehensive financial plan. Good for you. If not, now is the time to get creative and seize the opportunity and find some. Each day you should create or invest in equity [ownership]. Therefore, we exist. Too help you have a plan and make smarter decisions.

How exactly can we help? We will create your plan, free up some dry powder, take advantage of the current opportunities and manage some of your risk with the comprehensive tactical strategies provided by Wise World Investment Planning. We love to serve…

-Keith R. Dorson
Wise World Investment Planning

The opinions expressed in this material do not necessarily reflect the views of LPL Financial. Tactical allocation may
involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax
consequences of moving positions more frequently. Stock investing involves risk including loss of principal.

Have a question? We would love to help in any way we can.

Thank you!