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The Master’s Minute

Helpful Tools and Tips

Managing Transitions

July 17, 2017 by admin

Navigating a major life transition can be a very unsettling experience for any of us. If the change is unexpected and unwanted – the loss of a job or a sudden unexpected illness – the shock can be greater. We are out of our comfort zone as we face an unknown future. I remember two defining moments in my career that involved working with clients who were going through life… Read More

Filed Under: Blog, Client Service

Retirement Readiness

January 16, 2017 by admin

Lately, regulators have given substantial attention to the retirement landscape of the American workforce. This scrutiny has resulted in significant legislation fo-cused on the investment industry and its responsibility to help encourage the American workforce to be better prepared for retirement. According to a recent article in Plan Advisor magazine, in order to be more effective and responsive to the long-term financial planning needs of the American public, the investment… Read More

Filed Under: Blog, Client Service

New Knees, New Relationships

November 1, 2016 by Deborah K. Lorah

Since my initial interview for a position with Master’s Advisors, there has been a purposeful focus on building relationships with our clients. It’s woven into who we are as a company. Though the years, I’ve witnessed advisors recall minute details of a client’s situation, financial plan or life circumstances. Truthfully, I’ve always been envious of such memory recall. However, I’ve come to the realization that, while memory recall is certainly… Read More

Filed Under: Blog, Client Service

Blog Series: The Master’s Difference

September 15, 2016 by Charles D. Keller

What do you think of when you hear the word firewall? If you are a “computer techie” or work in corporate IT, you’re probably thinking about keeping your computer or network safe. Those of you who work in commercial construction may be picturing a concrete wall that would delay a fire moving between adjoining buildings. Perhaps you’re a car guy like me. I’m picturing that important part of the car… Read More

Filed Under: Blog, Client Service

Chuck With a Purpose

May 2, 2016 by Deborah K. Lorah

This was the buzz phrase as we cleaned out our storage area in preparation for our recent office reconfiguration. It was clear that we needed to get rid of (or chuck) some unused or outdated items, but we wanted to be purposeful in how we accomplished that goal. How could we prevent our unwanted items from filling up a landfill? Well, we recycled outdated electronics and old marketing materials, we… Read More

Filed Under: Blog, Client Service

Consistency

January 18, 2016 by admin

I’m not a big New Year’s resolution guy, but for 2016 I have decided that I would make a commitment to focus on one theme or virtue per month and endeavor to apply it to my business and personal life. For January I have decided to focus on consistency. One definition of consistency is the steadfast adherence to the same principles, course, or form. With five kids and several of… Read More

Filed Under: Blog, Client Service

“Who We Are” Blog Series – Planning and Service

October 15, 2015 by Lyle E. Hershey

In this fourth and final article in our “Who We Are” Blog Series, I will address our philosophy as it relates to financial planning and client service.  There are three key philosophies that shape our planning and services to our clients: the client is the center of what we do, wise financial decisions come from understanding and applying fundamental financial principles, and financial products are only tools to implement broader… Read More

Filed Under: Blog, Client Service

With Humble Gratitude – We Say “Thank You!”

October 15, 2014 by Charles D. Keller

Coach John Wooden coached the UCLA Men’s Basketball team from 1948-1975.  Not only was his program incredibly successful, he was also one of the most highly thought of and well respected coaches of all time. I recently came across one of his motivational quotes that grabbed my attention: “Talent is God-given.  Be humble. Fame is man-given.  Be grateful. Conceit is self-given.  Be careful.” Great advice!  For the moment I’d like… Read More

Filed Under: Blog, Client Service

One Blade of Grass

October 1, 2014 by Timothy S. Tyson

It’s almost that time of year to put our lawn mower away and allow it to rest for the winter.  I do get satisfaction out of a lawn well mowed, but I’m ready for the grass to go dormant.  This past summer I read an article in The Fishwrapper about a man named Pat, recounting lessons learned as a boy from his father.  One summer Pat and his brother decided… Read More

Filed Under: Blog, Client Service

The Value of Trust

July 15, 2014 by Charles D. Keller

Several weeks ago our family enjoyed a great week of vacation in the beautiful Smoky Mountains, near Pigeon Forge, TN. During vacations such as this we like to incorporate some adventure activity. Several years ago we went bungee-jumping in Canada. This time we decided to go ziplining.  After researching, Legacy Mountain Ziplines provided the highest, fastest and longest lines in the region. Seven different ziplines up to 450 feet high,… Read More

Filed Under: Blog, Client Service

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Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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