Blog

Perspective 2022

Lana E. Hock, CFP® CFP®, ChFC®, CDFA™, QPFC

Friday, February 4, 2022

I’ve been reading (and enjoying) a number of 2022 “outlook” articles, market-related and otherwise. We recently hosted a Market Outlook call for our clients, complete with UberEats gift cards for attendees to enjoy...

Keeping Up with the Wagners

Michael Wagner, CFP®

Tuesday, September 14, 2021

You may not feel like it is possible to keep up with the Kardashians or the “Joneses,” but let me tell you about the Wagners.Many of you know Mike Wagner, PWM Financial Planner with The Hock Group. Well, Mike is a...

Words In Action

Lana E. Hock, CFP® CFP®, ChFC®, CDFA™, QPFC

Saturday, July 17, 2021

Does being a farm girl really make me a better financial advisor?I recently started using the phrase, “from farm girl to financial advisor” to portray an authentic picture of who I am and how I approach my profession as a...

The "Zoom Guy" admits to having "Zoom fatigue."COVID pets adopted as support during quarantine are being returned to shelters across the country.The downside of working from home is that I live at the office.Our dog has more Instagram...

I have collected many things throughout my life thus far.When I was much younger, I collected horse sculptures and figurines. I have a few Frederick Remington bronze sculptures (from my dad), the Lenox International Horse Sculpture...

“Did reading glasses …meet your expectations?” Amazon tells me my opinion matters. In my opinion, your opinion matters too!Yes, I admit to buying reading glasses. Multiple reading glasses in multiple colors! Do I wear...

First and foremost, Happy New Year to you and everyone around you! We believe the term “2020 Hindsight” has just taken on a new meaning. While it was an extraordinary year, hopefully upon reflection it was also insightful....

I have always had a soft heart for animals, particularly dogs. Joan Jett was actually my 10th dog. I can't even begin to express how I feel about her death. The role she played in our lives was undeniable, and we are sad, shocked, and...

Throughout every volatile market cycle, we receive calls from clients about their portfolios. We have found most often when someone asks us about how their portfolio is doing, most of the time what they are really asking is, "Am I...

RE-RUNS, REPLAYS and RETIREMENT. Do they have anything to do with each other? OR, are we just fans of alliteration?One thing I will remember about the COVID-19 pandemic is that in the middle of it, one of the great comedies of the last...

IS THERE ANYBODY OUT THERE? … I have probably just confirmed that I (Lana) am an "on the cusp" GenXer by sharing the words of the great 80s band Pink Floyd. You may also think that I must be in a really “dark” place,...

FINDING PEACE OF MIND … amid all the stories, statistics, rumors, and gossip is not always easy. We are not suggesting that we have the solution, but we do know we all “control” our own thoughts.The key is to find...

As if we didn’t have enough on our plates already … here’s a list of OTHER THINGS TO THINK ABOUT.Cyber Security – We are all learning to do more things remotely. We are trying to stay connected to family,...

KEEP BREATHING … We are going to keep breathing and keep communicating as long as we feel it is necessary to help you through this.While every single stock market crash is different in its nature and its cause, one thing that is...

TAKE A DEEP BREATH… In a day and a week like this, it’s difficult to keep your wits about you. However, a couple counterpoints to keep everyone from completely losing their mind:Near-term market sentiment is reaching...

I was on a flight this morning from San Diego to Phoenix - on my favorite airline #LUV. First, I love the new format of the magazine (perhaps it's not that new; I haven't thumbed through it in awhile.) There was a statistic in the...