Miller Bentley, Financial Advisor

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2020 A year we will not soon forget

Posted by Miller Bentley, Financial Advisor on Dec 17, 2020

Just 12 short months ago most of us were living in a world focused on the hope of a new decade; for some a “fresh start” with “2020 Vision”. Those were the days. Common headlines polarized international trade tensions, US presidential impeachment hearings and upcoming elections, wildfires ravaging Australia, and increasing gun violence issues.

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Topics: Market Update

It's time for a financial review

Posted by Miller Bentley, Financial Advisor on Dec 7, 2020

Each year, at least once per year, a thorough checkup can help extend the life and keep any machine, person, or plan – just about anything – performing efficiently for a much longer period than not undergoing annual maintenance.

 

I was taught that annual visits to the doctor could boost physical health, checking the performance of an air conditioning unit once per year can increase the efficiency of the system, servicing a lawnmower before each mowing season can maintain a precise cut – the list goes on. The same can be said for an annual financial wellness check-in, increasing the chances of wealth security through every stage of life. While some enjoy an “end of year” review, wealth checkups can be effectively performed at any point during the year, so long as it is at least once per year. Furthermore, unless one is an expert in these fields, it is typically best to consult with a professional in order to shift the burden of responsibility to someone trained for the specific task. In short, to mitigate oversight or risk of failure when performing an annual review, one must have the necessary level of will, skill, and time.

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Topics: Financial Planning

Market review brings positive light to 2020

Posted by Miller Bentley, Financial Advisor on Nov 17, 2020

In the investing markets world, the news from mid-Q4 2020 brings a rare positive light to the year characterized by levels of extreme volatility. During the end of October the markets were essentially solely focused on the US Presidential elections.

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Topics: Financial Planning, Market Update

A presidential election will impact the market

Posted by Miller Bentley, Financial Advisor on Oct 16, 2020

We are quickly approaching yet another market-moving event this year, but unlike the unprecedented coronavirus, the 2020 Presidential election has been on the calendar for years. The year began with an unforeseen worldwide pandemic that continues to wreak havoc on all aspects of life, and subsequently threw the investing markets into brief turmoil.

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Topics: Market Update

Finding the Right Benchmark

Posted by Miller Bentley, Financial Advisor on Oct 9, 2020

Growing up the youngest of three children was certainly an adventure, always having built-in babysitters, usually embracing the role of punching bag, and learning every sport my siblings took up were just some of the “perks” of being the youngest. In almost all aspects of life, especially sports, my comparison, or benchmark, would always be my five-years-older brother.

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Topics: Financial Planning

Market Update - September 15th

Posted by Miller Bentley, Financial Advisor on Sep 15, 2020

We made it to mid-September of a year uniquely defined in just about every facet of life. From a personal well-being standpoint, the COVID-19 pandemic has claimed the lives of over 193,000 individuals in the US in just over 200 days. With hope of a vaccine on the horizon, individuals are keeping a close eye on development and action plans for administration once approved by the Food and Drug Administration (FDA).

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Topics: Financial Planning, Market Update

Wealth Savings for the Long Term: Mortgage Refinance

Posted by Miller Bentley, Financial Advisor on Aug 10, 2020

The broad market has been under extreme pressure over the past year, which has led to the Federal Reserve board and the Federal Open Market Committee deciding to lower the target federal funds rate. There are many different tools that are affected by the rising and falling of the target federal funds rate.

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Topics: Financial Planning

Market Update for July

Posted by Miller Bentley, Financial Advisor on Jul 13, 2020

At the beginning of the year there was a unique buzz about the future that was almost tangible, creating a somewhat definitive certainty that shifting to “2020 vision” would lead to prosperity in any applicable aspect of life.

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Topics: Financial Planning

Getting Ahead of Estate Planning

Posted by Miller Bentley, Financial Advisor on Jun 4, 2020

As the deadly coronavirus swept the world, many took precautionary steps to keep themselves and loved ones healthy. Physical well-being is at the forefront of day-to-day living and naturally what we prioritize in reaction to catastrophic events alike – washing hands, wearing a seat belt, wearing sunscreen.

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Topics: Financial Planning, estate planning

FA Market Update - May 22, 2020

Posted by Miller Bentley, Financial Advisor on May 22, 2020

Earlier this year my wife and I embarked on an adventure with our 3 ½ year old niece and nephew – the Ft Worth Stock Show and Rodeo. As a Christmas gift to them (more so probably to their parents) we spent the day viewing all the livestock, indulging in top-quality fried foods, and cheering on the participants in the afternoon rodeo competition.

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Topics: Financial Planning, coronavirus, investment, COVID-19, market

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