Articles

Stock Market

93 Reasons Why Not to Invest in the Stock Market

1. 1934 Great Depression 2. 1935 Spanish Civil War 3. 1936 Economy Still Struggling 4. 1937 Recession 5. 1938 War Clouds Gather 6. 1939 War in Europe 7. 1940 France Falls 8. 1941 Pearl Harbor 9. 1942 Wartime Price Controls 10. 1943 Industry Mobilizes 11. 1944 Consumer Goods Shortage 12. 1945 Post-War Recession Predicted 13.…
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April 17, 2025 0
Stress

Are You Paralyzed by the Complexity of Estate Planning?

If you are paralyzed (in this regard), there is good news. You are not alone! 68% of Americans do not have a valid Will. 63% of those making more than $80,000 per year say that “procrastination” is the reason they have not done any estate planning. Yet 52% of Americans over 55 say it would…
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April 3, 2025 0
Capitol Building

What Isn’t New in D.C.?

This might be an easier question to answer than “what is new in DC?” It feels a bit like drinking from a fire hose, so we thought it might be beneficial to zero in on some things that are important to the families we serve. #1…Which, by the way, is my favorite! The on again,…
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March 13, 2025 0
Financial Shape

Getting in Financial Shape

While looking for some entertaining statistics on how much exercise equipment is bought in January, I found out why Presidents Day sales are so good. It falls in line with all the returns made on the New Years Resolution items from January. In one way or another this rings true for all of us. I…
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February 20, 2025 0
Large Family

Understanding How Other Generations Think About Money

Kids these days! How many times have you heard…or even said this? Parents these days! Yes, your children will be saying this someday, if they aren’t already. There is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good…
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February 12, 2025 0
Worried

Why Haven’t You Updated Your Estate Plan?

Be forewarned. I am going to be candid here: Whatever excuse you just gave? It is just that—an excuse. First, it’s important to recognize that we all have dysfunctional families to some degree. Maybe you are facing substance or alcohol abuse, your kids are not getting along or there are others that don’t understand the…
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January 24, 2025 0
Dollar

What is Your Money For?

Too often money is looked and considered for just what it is: money. A financial plan focuses on numbers, targets, returns, risk, etc., with a lot of hype placed on the latest and greatest investments, and returns on your money. After all, almost everyone wants their money to grow and they want to protect it,…
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January 16, 2025 0
Goals

How Do You Live Your Best Life?

This is certainly a loaded question… and it’s meant to be. You might immediately think of the people you treasure, the things you love to do, the places you want to see, or the memories you have yet to make. There’s nothing wrong with a little mental wandering when you consider the question, but you…
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January 7, 2025 1
Give

How Can I Give More?

We have worked with several non-profits over the years to help them assist their donors in giving more. These charities often state that their donors want to give more, but they don’t want to put their own lifestyle at risk or disinherit their children. And, ultimately, they simply don’t think they can give more. The…
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December 19, 2024 0
Digital

Be Prepared for the Inevitable or Unexpected in Today’s Age

Preparing for the inevitable, or the unexpected, is not something that a lot of people like to think about. And today’s high-tech world is creating numerous, unintended challenges for loved ones. In this article, we’re sharing tips for why, what and how to best leverage technology to make things easier for loved ones. Why Organize…
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November 13, 2024 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.