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2021-02-13 – Priorities

by ​John D. Buerger, CFP® MSFS | Feb 13, 2021 | Economy, Investing, Wealth Health

I haven’t done a blog post in months. Thank you, COVID-19. Thankfully, my Priorities were well defined before the pandemic so I could respond in a healthy way to the pandemic. Let me explain. As a solo advisor, I have to be just as careful about how I allocate my...

Client Letter – 2020-03-22 – Shelter In Place Planning

by ​John D. Buerger, CFP® MSFS | Mar 29, 2020 | Economy, Investing, Wealth Health

The following is an email letter sent out to clients on March 22, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...

Client Letter – 2020-03-15 – Stop vs. Limit

by ​John D. Buerger, CFP® MSFS | Mar 22, 2020 | Economy, Investing, Wealth Health

The following is an email letter sent out to clients on March 15, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...

Client Letter – 2020-03-08 – Coronavirus

by ​John D. Buerger, CFP® MSFS | Mar 15, 2020 | Economy, Investing, Wealth Health

The following is an email letter sent out to clients on March 8, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...

Attention to (Money) Detail

by ​John D. Buerger, CFP® MSFS | Feb 5, 2019 | Cash Flow, Economy, Wealth Health

When it comes to your money, paying attention to the details is critical. For Allyson and I, when we started paying attention, everything changed. Income came up. Debt went down. Money conversations were easier. The challenge is finding ways to keep the experience...

Recent Posts

  • 2021-02-13 – Priorities
  • Client Letter – 2020-03-22 – Shelter In Place Planning
  • Client Letter – 2020-03-15 – Stop vs. Limit
  • Client Letter – 2020-03-08 – Coronavirus
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