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The Master’s Minute

Helpful Tools and Tips

What to Think About the Current Bank Failures?

March 21, 2023 by Lyle E. Hershey

We have received questions over the past few weeks about the recent bank failures that are dominating the financial news headlines. In this week’s Master’s Minute, I will summarize the questions that we have been receiving and provide our response to these topics. • Are the recent banking issues a wider spread problem that could lead to significant economic challenges? This is what everyone is trying to determine, and currently,… Read More

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Blog Series: Values Drive Decisions, Part 5 – Conscientious

February 28, 2023 by Garrison R. North

As we conclude our series, Values Drive Decisions, we focus on our final core value: Conscientiousness. Financial planning is rarely a discipline of perfection. In dealing with numbers, you would assume that most decisions we help our clients make are 1+1=2 equations, however generally the opposite is true. Much of what we do involves weighing facts against the unique, personal situation of each client. That being said, this business is… Read More

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Blog Series: Values Drive Decisions, Part 4 – Optimism

February 23, 2023 by Lyle E. Hershey

I was recently working on a project to load some old doors and shelving into the back of our SUV to drop off at the refuse center. The individual helping me said, “we’re not going to fit all of this in here.” My response was, “yes, we will!” I am convinced that our attitude toward obstacles in our life is the key determining factor of our ability to overcome what… Read More

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Blog Series: Values Drive Decisions, Part 3 – Empathy

February 14, 2023 by Charles D. Keller

Today’s blog will focus on our next Master’s Core Value – Empathy. You will see this value highlighted on our website, as follows: “Empathetic – Giving generously of our time and attention to fully understand and appreciate the perspective of another.” This is another value that we deem essential in creating long-lasting and meaningful relationships with you, our clients, and friends. Internally, we sometimes describe our actions driven by Empathy… Read More

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Blog Series: Values Drive Decisions, Part 2 – Authenticity

February 7, 2023 by Jonathan Thompson

One of our core beliefs here at Master’s is that our clients are at their best when they are living in alignment. This does not mean that we refer everyone to chiropractors, rather, it means that we spend time helping our clients discern their core values. In last week’s blog, Garry highlighted the emphasis we place on helping our clients align their actions with their values. He also outlined our… Read More

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Blog Series: Values Drive Decisions, Part 1 – Introduction

February 2, 2023 by Garrison R. North

Have you heard the phrase, “Tell me what you value, and I might believe you, but show me your calendar and your bank statement, and I’ll show you what you really value”? This quote is attributed to management guru Peter Drucker, and it is a good gut-check for us to consider if our actions are lining up with what we say is most important to us. You hear us talk… Read More

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Between Two Guardrails

January 10, 2023 by Garrison R. North

  If we had to pick one overarching metric to a successful financial plan, it would be that our clients do not run out of money. Most of the long-term cash flow planning we do for clients focuses on them not running out of money. A plan is deemed successful if they are projected to still have money in the bank at the end of their life. Certainly, this is… Read More

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Retirement Planning Enhancements – SECURE Act 2.0

January 3, 2023 by Lyle E. Hershey

On December 23, the US House of Representatives passed a bill known as the SECURE Act 2.0 nearly three years to the day of them passing the original SECURE Act. The original bill was passed at the end of 2019 and brought a broad array of changes to the retirement planning landscape, including raising the Required Minimum Distribution (RMD) age to 72 and eliminated the ‘stretch IRA’ for non-spouse beneficiaries…. Read More

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Permission to Spend

December 20, 2022 by Garrison R. North

As financial planners, we spend a lot of time talking about the best way to save and invest our clients’ money. A healthy savings rate, no matter your income level, is one of the keys to building a successful long-term financial plan. However, there are also times when we must encourage our clients to spend money! Whether it is a special vacation, a family event, or a long-anticipated goal, it… Read More

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Investing Strategy: Key Factors to Consider

December 13, 2022 by Jonathan Thompson

If the year 2022 has shown us anything, it is that investing in the stock and bond markets is subject to risk. If the markets continue their current trajectory through December 31, the year 2022 will be the first year since 1969 that both the stock market and the bond market ended a calendar year with negative returns. I mention this to draw attention to a few important reminders that… Read More

Filed Under: Master's Minute

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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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