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Category: Uncategorized

The Casino Wins Again – And So Can You!

November 6, 2023April 15, 2024 ~ Jamie ~ Leave a comment

The "house" always wins. There are several popular maxims about Las Vegas and gambling, but the idea the house always wins is certainly one of them. Why does the house always win? It's simple. The odds are in their favor, and they play every hand.

A Fee, or a Tax?

April 13, 2022April 15, 2024 ~ Jamie ~ Leave a comment

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

Fear Marketers – Not the Market

March 14, 2022 ~ Jamie ~ Leave a comment

It's not the Market that is bad; often it's the Marketers who lead us astray.

Jamie-isms, If There Is Such A Thing

May 22, 2020April 15, 2024 ~ Jamie ~ Leave a comment

I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.

Ladies and Gentlemen, This is Your Pilot Speaking

March 19, 2020April 15, 2024 ~ Jamie ~ Leave a comment

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The Future Is Always The Same

March 14, 2020April 15, 2024 ~ Jamie ~ 1 Comment

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.

The SECURE Act: Simple Ideas for Your Planning

January 8, 2020April 15, 2024 ~ Jamie ~ Leave a comment

Here are a few actionable ideas to use in light of the SECURE Act passage.

The Five-Point Financial Plan

June 21, 2018April 15, 2024 ~ Jamie ~ 1 Comment

Here are 5 actionable ideas you can implement to help secure your financial future.

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Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • The Casino Wins Again – And So Can You! November 6, 2023
  • Why Planning Matters September 2, 2022
  • A Fee, or a Tax? April 13, 2022
  • Fear Marketers – Not the Market March 14, 2022
  • A Face for Radio July 14, 2020

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