The Bullet Points 6/10/2022

The Bullet Points 6/10/2022

Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a quote from Steven Covey, author of The 7 Habits of Highly Effective People, , a 60-second M&A Minute video on the best time to take Social Security, a graphic that highlights market performance during inflationary environments, and why bees are now considered fish. Enjoy!

The Bullet Points 6/3/2022

The Bullet Points 6/3/2022

Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a quote from James Clear, author of Atomic Habits, a McCall & Associates blog about what’s on the horizon for the U.S. economy, a 60-second M&A Minute video on the standard deduction, a graphic that shows the importance of staying invested in the market, and a list of the cities with the best work/life balance. Enjoy!

What's on the Horizon?

What's on the Horizon?

In 2022, the stock and bond markets have experienced historical turbulence. Wednesday, 5/26, marked the 100th trading day of 2022, with the Dow Jones Industrial Average and S&P 500 on track for their worst start since 1970. Leading into this week, the S&P 500 has been down for seven consecutive weeks, a streak only matched 3 other times in history. The bond market has also struggled with its worst start since 1842.

The Financial Planning Guide for Optometrists

The Financial Planning Guide for Optometrists

It’s a lot of hard, grueling work to build a career as an optometrist, whether you distribute the W-2s or receive one yourself. There are peaks and valleys, and a long, winding road in between. Your goal is to help your patients see the world healthier, clearer and crisper, and my role is to do the same through the lens of your financial plan.