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Tuesday, January 16, 2018

November 2017 Welcome Welcome to the holiday season, which seems to come faster each year! I know many of us have witnessed or experienced events this year that prompted us to stop and count our blessings. I wanted to express my...

 

Thursday, January 11, 2018

Happy New Year! Jason is off to a good start, how about you?

 

Tuesday, January 9, 2018

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus onlong-term performance objectives. Portfolio allocations and investments are not adjustedin response to market news or economic events;...

 

Thursday, January 4, 2018

Happy New Year! 2017 went by in a flash. Earlier this week we were sitting in our weekly meeting and Jason asked us about our personal and professional goals for the year. Like a deer in the headlights, I had nothing but a blank mind....

 

Thursday, December 7, 2017

As we work on closing out 2017 and focus on our 2018 Business Development, I have social media on my mind today. When I visited to our Dyken Wealth Facebook and Twitter pages, I was hit with the reality that information is so...

 

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Thursday, November 30, 2017

Thoughts on Thursday 11-30-17 - "Can you beat my quiz score?" This is going to be a short and sweet, no, a short and humbling blog today. Yesterday while reading potential material for today's blog, I stumbled on this "Insurance Quiz"....

 

Saturday, November 18, 2017

We are so excited to have recently published and mailed out our new Get it Right! quarterly newsletter! For this issue only, an electronic version will be published, and if you would like to get on our mailing list, please fill out the...

 

Thursday, November 16, 2017

This week we had our annual Client Appreciation dinner at Nolan’s in Gulf Shores. A wonderful evening of great food & drink and lively conversation. We love our clients; we consider them family. Over the past two years, we have...

 

Thursday, November 9, 2017

This week Jason talks about his experience at the DMV and having to perform CPR.

 

Thursday, November 2, 2017

It is Thursday. I honestly don't have a lot on my mind nor have I been inspired by anything special this week. So this should be a quick, easy read. So, I was thinking about writing about choices. And the first thing that came to mind...

 

Monday, October 30, 2017

Loring Ward Blog The Nobel Prize, The NFL and the Guacamole Conundrum By Matthew J. Carvalho October 19, 2017 Judging by the size of the book signing line for Professor Richard Thaler at the CFA (Chartered Financial Analyst) Annual...

 

Monday, October 30, 2017

Can Retirement Happiness Be Quantified? By Barry LaValley, October 24, 2017 What are the keys to retirement happiness? I hear this question often. Many people are under the assumption that the concepts of happiness and financial...

 

Monday, October 30, 2017

“The Bull Market Could Continue Forever” This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months...

 

Friday, October 27, 2017

Jason's talks about things that scare him in October.... Investing in municipal bonds involves risks including, but not limited to, interest rate risk, credit risk, market risk, inflation and high-yield risk, and possible loss of principal.

 

Thursday, October 19, 2017

Today, Jason shares about how he keeps his thoughts positive while navigating the daily 'noise' of negativity. Below are links to an article "Why the World Is (Still) Better Than You Think—New Evidence For Abundance" by Peter...

 

Tuesday, October 10, 2017

Just as there is a difference between being able to afford a luxury car and actually buying a luxury car, there is a difference between being able to afford high investment risk and choosing a high investment risk portfolio. Indeed,...

 

Thursday, October 5, 2017

Today Jason takes a few moments to talk about relationships. If you have some thoughts or comments, please comment on our facebook page. We would love to hear from you!

 

Thursday, September 28, 2017

Jason takes a few moments to reflect the suggestion to write your own obituary today on the life that you want to live. Then live it!

 

Wednesday, September 27, 2017

Bookmark our Calculator Resource Tools page for a variety of useful calculators. Not your everyday calculators. Life Expectancy. The internet offers an abundance of information, almost to the point of data overload. Since we focus on...

 

Tuesday, September 12, 2017

Investors: Beware the Gambler’s Fallacy By Sheldon P. McFarland August 28, 2017 This blog is from our August issue of Portfolio Perspectives. When you look at the annual returns for the S&P 500 index for the past eight years as...

 

Thursday, September 7, 2017

Jason Dyken M.D., MBA talks to doctors about his recent unplanned emergencies and the importance of having an emergency fund. #doctorsfinancialplanning #emergencyfund

 

Thursday, August 31, 2017

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being prepared...

 

Thursday, August 24, 2017

"Discipline is knowing what you're supposed to do and doing it as best you can..." - John Madden This weekend is our annual fantasy football draft. I have come to really love this Sunday tradition of spending an afternoon (that runs...

 

Thursday, August 10, 2017

What a morning! Not only did I learn something about learning styles and the active vs passive markets, but I also learned helpful suggestions on how to improve learning based on your style... #doctors #retirementplanning

 

Friday, August 4, 2017

Learn to Recognize Suspicious Online Content The “bad actors” have become experts at creating emails that look legitimate. Be sure you learn to recognize the signs of fraudulent social engineering of emails, links, websites...

 

Tuesday, August 1, 2017

This week's #headline topics include: The way people work out is changing. #Shell Prepares for a Lower Demand. #Sears Teams with #Amazon. #DWS #fitness #doctorswealth #fitness

 

Tuesday, July 25, 2017

In my recent bestselling book, "Get it Right! the 5 Most Important Financial Planning Concepts Doctors Get Wrong", trying to bet the market is concept 2 that physicians and dentists commonly get wrong. The book covers this topic from...

 

Wednesday, June 28, 2017

Jason and his family are off on their vacation of a lifetime. They left Saturday. Since Jason did not leave us his day-to-day itinerary, we are living vicariously through his adventures via video and photos. Follow them on Facebook by...

 

Tuesday, June 27, 2017

Loring Ward's Summer 2017 360 Insight includes some interesting topics for Doctor's including what we call the 'skittles chart' on Smart #Diversification. #getitright! #jasondyken #doctors #physicians #dentists #dykenwealthstrategies

 

Friday, June 23, 2017

We hope you agree that getting a free copy of GET IT RIGHT! into the hands of #doctors is a way to share important strategies and philosophies regarding planning. We have made it easy... www.jasondyken.com

 

Friday, June 2, 2017

Don't miss this opportunity to get your complimentary signed copy! Click here to Get it Right! or go to www.jasondyken.com to let us know where we can mail your copy! #doctorswealth #jasondyken #financilplanning #getitright

 

Friday, June 2, 2017

By DWS Partner - Loring Ward, Karen Parker June 1, 2017 As human beings, we have ingrained tendencies to let our short-term emotions guide our longer-term decisions, such as investing. For example, strong emotions can quickly cause us...

 

Monday, May 29, 2017

There are plenty of baseball sayings you can relate to investing — keep your eye on the ball, step up to the plate, don’t let the fear of striking out keep you from playing the game — but there’s a great lesson baseball can teach us about..

 

Wednesday, May 17, 2017

It’s not about what you make, it is about what you keep. Chasing returns is a losing game and oftentimes the more important factor in investing is limiting your downside loss. This article from my investment partner helps explain...

 

Friday, March 31, 2017

Risk and reward are correlated. For a given risk you should expect a certain return. As risk increases; return should follow. Here is a great article that discusses some factors of risk that have been shown to increase return over time...

 

Wednesday, March 29, 2017

I’ve heard it many times. Jason, don’t you think we should invest in “XYZ” because…… The “XYZ” can be anything. Many times, it is a hot company or hot technology and as doctors, we tend...

 

Tuesday, March 14, 2017

Over three years ended August 31, 2016, investors added approximately $1.3 trillion to passive mutual funds and exchange traded funds (ETFs) while taking out more than a quarter trillion dollars from actively-managed funds, according to...2

 

Monday, March 6, 2017

Why Uncertainty Might Just Be an Investor’s Best Friend Posted on March 2, 2017 by J. William G. Chettle This blog is from the March issue of Portfolio Perspectives. With many stock market indices at all-time highs, Washington...

 

Monday, March 6, 2017

7 years (A Life in Medicine) Video -Based on the brilliant original song by Lukas Graham. Written and performed by ZDoggMD.

 

Friday, February 17, 2017

FOR IMMEDIATE RELEASE: DOCTORS NEGLECT THEMSELVES TO HELP OTHERS!NEW BESTSELLER ASSISTS DOCTORS INMAKING THE RIGHT DECISIONS WITH THEIR MONEY LITTLE ROCK, ARKANSAS, February 16, 2017—In Dr. Jason Dyken’s new bestseller, Get...

 

Wednesday, February 15, 2017

In the Headlines Will the Growth of Electric Vehicles Disrupt Oil Markets? The growth of battery-powered cars could be as disruptive to the oil market as the OPEC market-share war that triggered the price crash of 2014, potentially...

 

Thursday, January 26, 2017

Financial Risk through a Wide-Angle Lens Posted on January 20, 2017 by John Scruggs This blog is from the January issue of Portfolio Perspectives by Loring Ward. The world is risky. The future is uncertain. And many of the decisions...

 

Friday, January 13, 2017

Did You Earn 40% This Year? Posted on January 10, 2017 by Matthew Carvalho This article is featured in the winter edition of the Loring Ward 360 Insights Quarterly Client Newsletter. That sounds like a crazy question, right? CDs,...

 

Sunday, January 8, 2017

This is a test post to establish the blog on the FMG website template.