by Searcy Financial | May 25, 2021 | Investments
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically...
by Searcy Financial | May 25, 2021 | Investments
Don’t put all your eggs in one basket. It’s a colloquial saying we’ve heard many times, and it’s an important one when it comes to your investment strategy. We know diversification makes good sense and can help you reach your long-term goals. But occasionally, a...
by Searcy Financial | May 13, 2021 | Book Reviews
By Alex Graham I received Mindset: The New Psychology of Success by Carol Dweck as a gift from my dad a few months after I had graduated college and moved away from home to Portland, Oregon. This isn’t your classic “self-help” type of book, but a...
by Searcy Financial | Mar 30, 2021 | Retirement Planning
By Ryan Brooke, CFP®, ChFC® Was retirement on your mind pre-pandemic? Whether you were already planning for your retirement or you’re just starting to set a date now, chances are retirement might look and feel different in a post-pandemic world. A New Perspective...
by Searcy Financial | Mar 30, 2021 | Aging
By Dena Fischer There is no doubt that the loss of a parent is a life event that leaves a lasting gap in the emotional framework of your life. Losing both in a short period of time is a devastating experience, as I can personally attest. I lost both my parents during...
