The Market Is Up, But What More Do You Need For Success?


Many people want to figure out how to earn more, how to have higher investment returns, but just getting better returns is not going to get you to your dreams. What gets you there is having a clear and defined dream or desire for your future.




follow your dreams, not the fluctuating market

The S&P and NASDAQ reached new records last week, WOOHOO! This was the headline across all major financial publications last week, because what else would we talk about?

If you’re thinking to yourself, “What does breaking records mean?” Well, it just means that those primary market indicators (S&P 500, NASDAQ, Dow Jones) are reaching higher numbers, which means growth.

New record equals growth, that’s good right? Yes, it shows that the market is growing, but it’s not necessarily good or bad. Okay, but isn’t hitting a new record a big deal? Kind of, but it’s all subjective to where you started.

Records give us an indication that the market is growing, but don’t let that impact the way you’re investing.


in order to invest in your future, you have to know where you’re going.

People want to earn more, and that’s a great thing. Investments are great, but just getting better returns is not going to be the primary thing that gets you to your dreams for the future. What gets you to your dreams for the future is having a very clear, very defined sense of where you’re going.

Having a dream is important. Some of you don’t have a dream, maybe you’re just trying to make it. What do you want? Where do you want to go? Having that clearly defined target that you’re shooting towards, that’s hope!

having a dream can change the way you think about money.

I spoke to a group recently and asked them, “When I say money what pops into your head?” Every response was negative: Debt, anxiety, arguments, student loans, and the list goes on. Money has this negative connotation for so many people.

If you want to see your relationship towards money change, start by defining what you desire, defining your hope for the future.

Out of that rich soil of dreams comes hope! I’m serious! There’s hope when you have a clear target that you’re running towards. Now, when we talk about rate of return, it’s about more than just making money. It’s about reaching that dream for your future.

align your financial plan with your hopes and dreams for the future.

Once you have a dream, a goal, you have this grid through which everything else makes sense. Everything aligns with this dream. Rate of return is a tool. Making money in the market is a tool to get you to the hopes and dreams that you have.

It’s a freeing thing to not have a plan that’s tied to what the market may or may not do.

Let’s not get so caught up in what the market may or may not be doing this week or next week. If it tanks, it tanks. You have no control over that, but what you do have control over is setting a dream for the future. And then that becomes your grid for defining the way you invest and the way you set up your financial plan.

Don’t let your grid be the news of the hour or you are going on a treadmill, my friend, that you will NEVER get off. Change the whole grid. Make it about your dreams. And then suddenly, what the market happens to be doing this week doesn’t have near as much impact.

now you’ve built a market strategy that can handle growth, it can handle decline, it’s dynamic, and it’s aimed straight as an arrow towards your dreams for the future.

Maybe you’re hearing all of this and thinking, “Well that sounds nice.” Maybe you’ve never thought about it this way before, or maybe you and your spouse argue about money all the time. Maybe you just don’t think about it at all because it’s too stressful. Whatever it is, you don’t have to live that way. You don’t have to live in the anxiety.

avoidance is a breeding ground for anxiety. start a conversation.

Anxiety thrives in avoidance. It grows in fear. If you’re living in that world right now, start a conversation with us. Ask a question. If you’re tired of being really excited when the market is high and really low when the market is down, if you want off that treadmill, then sign up for a free consultation. Come down and just talk.

Do you even have a dream right now? How can we help you discover that? And then you can decide if you want to align your financial plan towards that dream for the future. It’s all you, it’s your decision.

Whatever your situation is, let’s change it. Let’s align a dream that you have or remember dreams that you’ve long forgotten and let’s point your dreams towards those.

Wherever you go, I hope you find a place where you can get off of the treadmill and be laser-focused on your plan, on your dream. If you don’t have that, we’d love to start a conversation with you.


Does your financial plan move you toward your dreams for the future?


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