Broker Check
Midwest Private Client Group

By Appointment Only

(405) 513-6415

Blog

Life happens. So as it does, I'm reminded successes and failures of all kinds. Others' lives and happenings around us teach us about our lives today if we watch and listen closely. We're all learning. This is life as it happens in the world of finance.

 

Tuesday, July 23, 2019

We’ve been preparing for a beach vacation, and every detail had been arranged and crafted for a sun-soaked visit to the Gulf Ocean. That is, until Hurricane Barry rained us out. Not only would the hurricane/tropical storm flood...

 

Thursday, June 27, 2019

One of the biggest secrets in the world of insurance is an “Umbrella Insurance” policy. It’s a secret for three main reasons: Consumers aren’t actively educated about it because the insurance marketplace is so...

 

Monday, June 17, 2019

I’m the best man at my brother’s wedding; I’m excited for him, and I’m honored be the best man. But I am to give a speech. Public speaking isn’t an issue; it’s just that this is an important day. The...

 

Thursday, June 6, 2019

I got a funny message from a client about a month ago. It went like this: “Message I sent my husband. What’s your opinion? I have an extra $20K in checking. Pay off student load with 5.8% interest rate Give to Paul for long...

 

Friday, May 31, 2019

Getting in shape is tough these days. Just finding time is often tough for me. Between meetings and deadlines, carting the kids to school and activities (almost every night there seems to be a different activity), making dinner, and...

 

Show All

Thursday, May 23, 2019

I was driving home the other day and I saw a turtle on the side of the road. It had made it all the way across the street, only to be stopped by a curb. The turtle obviously couldn't jump the curb, so even though it completely crossed...