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December 27, 2024
What is real wealth? I think everyone has their own definition of what that term means. For some, it is how much money they have, or success and even health. In fact, in many polls of high-net-worth individuals, they rank health, relationships, and freedom to follow their passions as the highest value to wealth. In my experience – and certainly for me – it is all of the above. And that also includes the success of those around me: my family, friends, clients, and team. Everyone. Identify what that term means and go all in. Get crystal clear on what you […]
December 20, 2024
The passage of time gets more real every year. So, this year, I decided to take good care of my health. That led me to seek out every medical exam under the sun, from a standard physical exam to extensive blood work, and even the dreaded colonoscopy – the works! For anyone that knows me, this is a big deal as I am NOT one to get sick or go to doctors. But, at 47, I want to make sure I will be here for another 47. As I reflect on that, on the age of my children, the age […]
December 19, 2024
Jeremy Dicker and co-host Peter Hoopis unravel the complex web of information that shapes our financial choices.
December 13, 2024
Is it Thanksgiving or thanks for giving? I think people often forget what it means to actually be thankful. This time of year, as we just finished Thanksgiving and we’re all looking to close out 2024 on a high note, I encourage you to keep in mind how important it is to be thankful. Account for all the things we have and enjoy with gratitude every day. But I urge you to focus not only on all of the things that have gone well or the abundance in your life, but all of the challenges and things that have not […]
December 6, 2024
I was with clients of mine earlier this week. We went over their investments and, in general, how they were doing. They shared the birth of their most recent grandchild and how that has been going. They were able to rent a house just a few doors down from her, and they told me how happy that made them and the family. Then, as we were getting ready to wrap up our Zoom, Anna stopped me and said, “Jeremy, we need to say thank you to you and your team.” “No worries,” I said. “It was our pleasure.” She then said, […]
December 2, 2024
Stock Market U.S. stock markets saw lighter activity during a shortened session following Thanksgiving, but the major indexes finished a strong month on an up-beat. The S&P 500 and Dow Jones Industrial Average closed the last trading day of the month at record highs, with the Dow briefly surpassing 45,000 intraday before settling slightly lower. For the month of November, the stock market’s three major indexes performed as follows: The Dow 7.5% S&P 500 5% Nasdaq Composite 6% These advances capped off a winning week and month, driven by momentum from the postelection rally following President-elect Donald Trump’s victory. In […]