MESSENGER
Gilliam Mease Advisors updated their info in the about section.
Gilliam Mease Advisors updated their website address.
There were two outstanding SAM Talks at this years Securities America National Conference. One of them was by our very own Josh Gilliam. Check out "Why We Do What We Do."
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SAM Talks: Josh Gilliam - Why We Do What We Do
Our very own Josh Gilliam presented a SAM Talk on "What we do, how we do it, and WHY!" at the Securities America national conference in Orlando, FL yesterday. He did a great job and has received a great response from conference attendees.
This is a helpful article on an area where almost everyone can make improvements. Our GMA Wealth Management software will help you track every dollar with ease. If you're not using it, let us know. We'd love to help you get on track.
FORBES.COM
7 Changes You'll Want To Make Once You Start Tracking Your Spending
Good time last night at the Chris Hogan Retire Inspired event. Those guys are pros. It was fun seeing Josh and Chris answer questions together during the Q&A.
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
GILLIAMMEASE.COM
Monthly Market Insights | November 2020
A financial life built on VICES is weak and fragile.
A financial life built on VALUES is stable and resolute.
VICES
-Fear
-Greed
-Envy
-Guilt
-Shame
-Pride
Which VICES influence your financial life? What are your Values?
#[Fi]LifeFramework
#behavioralfinance
#lifeplanning
Personal Finance is more personal than finance. That's why it's so complex and messy. #knowyourclient #bestinterest #behavioralfinance #personalfinance
This is why we created the [Fi] Life Framework: A better way to think about, plan and manage your financial life.
The average American spends about 7 hrs a day consuming information. During this election/covid season, it's much more.
This is why we created the [Fi] Life Framework: A better way to think about, plan and manage your financial life.
#election2020 #covid #behavioralfinance
A financial life WITHOUT a framework leads to CONFUSION, DOUBT and FEAR.
A financial life WITH a framework leads to CLARITY, CONFIDENCE and CONTENTMENT.
[Fi] Life Framework: A better way to think about, plan and manage your financial life.
A better financial life is more psycho-logical than logical. That's why we created the [Fi] Life Framework: A better way to think about, plan and manage your financial life.
[Fi]LifeFramework #Behavioralfinance #psychologyofmoney
The value of financial advice can be measured in many ways. Recently had a zoom call with a client during his dialysis treatment. Mid-way through, he observed his BP had dropped from 170/82 to 133/85 and he attributed the drop to our talk.
#[Fi]LifeFramework #behavioralfinance
Attribution of emotional asymmetry can be linked to:
-Market declines capture everyones attention.
-Investors extrapolate present trends without accounting for how markets adapt.
-Progress happens too slowly to notice.
[Fi] Life Framework #Thepsychologyofmoney #morganhousel
Leading a better financial life requires:
1. Knowledge of your financial-self
2. Vision of your future-self
3. A Framework to help them work together
[Fi] Life Framework #behavioralfinance #financialplanning @personalfinance
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
GILLIAMMEASE.COM
Monthly Market Insights | December 2020
How to win at 2020.
[Fi] Life Framework: A BETTER WAY to think about, plan and manage your financial life
Clarity is satisfying.
Confidence is empowering.
Contentment is freeing.
[Fi] Life Framework: A better way to think about, plan and manage your financial life.
"Beware of little expenses; a small leak will sink a great ship." -Benjamin Franklin
[Fi]Life Framework: A better way to think about, plan and manage your financial life
It's what's on the inside that counts.
[Fi] Life Framework: A better way to think about, plan and manage your financial life.
Christmas celebrates the birth of Jesus and the spirit of giving.
But did you know, during his life, Jesus spoke more about money than any other single subject--and that the Bible has more than 2000 verses devoted to the topic?
What role do your beliefs play in your [Fi] Life?
Without a clear vision, money has a tendency to either get squandered or hoarded.
Get a clear vision for your financial life in 2021 by detecting and determining what's on your "radar" with a comprehensive list of GOALS, TRANSITIONS and MILESTONES to inspire you. #[Fi]LifeRadar
At Gilliam Mease Advisors, our mission is to equip people to lead #better financial lives…not mindlessly pursue more. Better is greater than more.
What does #better look like for you?
[Fi] Life Framework: A #better way to think about plan, and manage your financial life.
Happy New Year! Your progress in 2021 will be greatly determined by your process. Follow a process. Follow a framework. Intention alone is not enough.
[Fi] Life Framework: A better way to think about, plan and manage your financial life.
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
GILLIAMMEASE.COM
Monthly Market Insights | January 2021
What you see:
-Giving
-Taxes
-Debt
-Insurance
-Savings
-Investing
-Lifestyle
What you don’t see:
-Histories
-Habits
-Biases
-Vices
-Values
-Beliefs
[Fi] Life Framework: A better way to think about, plan and manage your financial life.
Contentment:
1. When you do everything you can and still fall short of your desired outcome…and you are at peace.
2. When you do everything you can and achieve your desired outcome…and you are at peace.
Your best-laid plans can and will fail. And as ironic as it may seem, success rarely leads to contentment. It most often breeds discontentment. Contentment is not a function outcome--it is a function of process and perspective.
Having the same peace on the peak as you do in the valley is how contentment works.
Contentment is freeing. Be free to fail. Be free to succeed.
[Fi] Life Framework: A better way to think about, plan and manage your financial life.
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GILLIAMMEASE.COM
Monthly Market Insights | February 2021
If Sun Tzu had written "The Art of Love and Money" instead of "The Art of War" he might have said:
“If you know your spouse and know yourself, you need not fear the result of a hundred battles.
If you know yourself but not your spouse, for every victory gained you will also suffer a defeat.
If you know neither your spouse nor yourself, you will succumb in every battle.”
WINNING WITH LOVE AND MONEY REQUIRES PATIENCE AND PROCESS. WE CAN'T GIVE YOU PATIENCE, BUT WE CAN PROVIDE A PROCESS.
The [Fi] Life Framework facilitates a healthy dialogue around money that equips couples to lead better financial lives.
One specific tool we provide is the [Fi] Self Profile.
This tool helps you to better know your financial self and your financial spouse without guilt or judgement. It will help you understand and articulate differences so you can plan and manage your financial life based who you are and what you value.
[Fi] Life Framework: A better way to think about, plan and manage your financial life.
#loveandmoney #valentinesday
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
GILLIAMMEASE.COM
Monthly Market Insights | March 2021
